Relationship Banker - Golden Gate Market - San Francisco, CA
Koitecc Solutions
Relationship Banker – Branch As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients – elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd‑Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Further information about NMLS and registration requirements of registration can be found at: Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer / Disability / Veterans We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr
$25 - $32.69 per hour
...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent... .../Disability/Veterans Base Pay/Salary San Francisco,CA $25.00 - $32.69 / hour #J-18808-...SuggestedImmediate startAfternoon shift$25 - $32.69 per hour
...them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service... ...information about requesting an accommodation. Base Pay / Salary San Francisco, CA $25.00 - $32.69 / hour #J-18808-Ljbffr JPMorgan ChaseSuggestedImmediate startAfternoon shift$300k
...Director - Healthcare Location: San Francisco, CA. Overview Provide client... ...corporate finance, capital markets, and treasury & payment... ...client objectives based on banker’s knowledge of sector and client... ...trusted advisor client relationships with senior executives. Advanced...SuggestedWork experience placement- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...SuggestedImmediate startAfternoon shift
$25 - $27.88 per hour
This position is open for the entire market and the specific Financial Center location... ...for operational excellence. Builds relationships with clients to meet financial needs.... ...support. Benefits eligible. Locations US - CA - San Francisco - 1335 4th St - Mission Bay (CA5174),...SuggestedHourly payWork at officeShift workWeekend workDay shift$116.1k
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...Sr Retail Business Banker San Francisco CA, Vice President Working at Citi is far more than just... ...existing Citibank's business relationships greater than $1MM as well as supporting... ...act as a role model for the assigned Market, delivering assistance and building knowledge...$109.12k - $163.68k
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Global Banking & Markets - San Francisco- Associate, Banker-Industry/Country Coverage - 247440 Job Description Job... ...bankers in maintaining client relationships; and helping senior team members evaluate... ...$135,000. Locations San Francisco, CA, United States Healthcare & Medical...Work at office- ...Merrill Advisor Development Program - Financial Advisor: San Francisco Market San Francisco, California To proceed with your application... ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- WIND Ventures is located in San Francisco, CA and is the strategic venture capital arm for COPEC... ...to the appealing LatAm growth markets. Since 2019, WIND Ventures has achieved... ...company governance, strategy, and managing relationships with co-investors and company management...Full time
$140k - $200k
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...investing team, capital networks function, marketing partners, and others to shape this... ...presence 1‑2 days a week in our San Francisco, CA office. To join our team, you should... ...first‑class way. Use data, software, and relationships to drive volume and signal in collaboration...Work at office2 days per week1 day per week$175k - $225k
...Our San Francisco office is looking for an Investment Banking Senior... ...analysts, and developing client relationships. The successful... ...public and private capital markets transactions. The successful... ...’s degree required; an MBA, CA and/or CFA designation would...Temporary workWork at office$250k
...The Personal Banker SAFE Act is an entry level position responsible... ...calls to acquire new relationships and deepen existing relationships... ...and leverage technology/ marketing tools available to uncover opportunities... ...Primary Location: San Francisco California United States...$200k - $300k
...The Banker SAFE Act is a strategic professional who closely follows... ...financial matters. Build relationships with client families that... ...and current global market conditions. Present and communicate... ...Primary Location: San Francisco California United States...Full time$101k
...qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with...Full timeWork at officeLocal areaRemote workShift workNight shift$250k
...Private Banker Func Group Mgr The Private Banker Func Group... ...functional strategies for the market under management, requiring... ...solutions that strengthen client relationships with the firm. Help... ...Full time Primary Location: San Francisco California United States...Full time$175k - $225k
Our San Francisco office is looking for an Investment Banking Senior Associate... ...analysts and develop client relationships. • Work with regional and... ...public and private capital markets transactions. Qualifications... ...’s degree required; MBA, CA, and/or CFA designation...Work at office- ...Managing Director, Private Banker, Downtown San Francisco Working at Citi is far more than just a job... ...functional strategies for the market under management, requiring coordination... ...term solutions that strengthen client relationships with the firm. Help clients...
$101k
...qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with...Full timeWork at officeLocal areaRemote workShift workNight shift- ...seed‑stage opportunities across key US markets (SF, NYC, Austin, Miami), with a strong... ...and pre‑seed/seed rounds. Build trusted relationships with first‑time and repeat founders,... ...plus. Network or prior experience in San Francisco, New York, Austin, or Miami is strongly...
- MFV Partners is an early-stage Deep Tech VC fund based in the San Francisco Bay Area. At MFV, we back promising deep tech founders across... ...for day-to-day tasks, including sourcing investment prospects, market research, conducting due diligence, analyzing investment opportunities...Full time
- Early-Stage Investor Job Application (San Francisco) Chapter One is a venture fund built for... ...insight Conviction in early teams and markets Rolling up our sleeves to help founders... ...What you’ll do Lead deals and own relationships with founders Develop investment theses...Relocation
$200k - $250k
...include identifying startups, conducting market analysis, performing due diligence, and... ...partners. This position is based in San Francisco, requiring attendance in the office four... ...experience building and maintaining relationships with a diverse range of stakeholders across...Work experience placementWork at officeRelocation package
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