Relationship Banker - WA West Market - Tacoma, WA and Surrounding Areas
JPMorgan Chase
At Chase, we are passionate about creating memorable experiences for our clients and employees, 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 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. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: Compensation and 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/Veteran We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. Visit our FAQs for more information about requesting an accommodation. #J-18808-Ljbffr JPMorgan Chase
$58.44k
...Planner (CFP), or Chartered Financial Consultant (ChFC). General Information Title: Personal Financial Counselor, PFC- Camp Murray, WA Grade: 24 Work Experience - Required: Financial Counseling Education - Required: A combination of Education and Work Experience...SuggestedContract workTemporary workWork experience placementWork at office- JPMorgan Chase in Tacoma, WA is seeking a Relationship Banker to enhance client interactions and use financial technology to improve customer service. You will manage client relationships, ensuring personalized service and advice tailored to individual financial needs....Suggested
$80.17k - $90k
...the local bank branch located in Tacoma, Tumwater, Olympia, Lacey, Tenino, and Yelm, WA. Job Overview: A Wealth... ...Influence and maintain strong working relationships with all assigned Branches.... ...within the bank- based investment market space Excellent knowledge of...SuggestedWork at officeLocal area$25 - $29 per hour
...developing current and new client relationships, achieving sales goals, and... ..., financial statements, and market risk. Demonstrates desire and... ...with our tailored premier banker programs. Career Growth: Clear... ...). 4101 A Street SE, Auburn, WA 98002. Columbia Bank is an equal...SuggestedHourly payWeekend work$10k - $49.99k
...Financial Advisor Puget Sound Location Tacoma, WA · Lakewood, WA · DuPont, WA ·... ...business affiliation, not an employment relationship.) About WealthBridge Financial Group WealthBridge... ...: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning. We are...SuggestedCivilian ContractorContract workFor contractorsSelf employmentWork at officeLocal areaRelocationFlexible hours- ...Financial-Group is looking for a Senior Financial Advisor in Tacoma, WA to build and manage client portfolios, providing expert... ...Washington Life & Disability insurance license along with strong relationships in the area. The ideal candidate will have a track record in financial...Flexible hours
$102.14k
...: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning... ..., Bellevue's tech corridor, Tacoma, or Spokane and ready for a... ...FINRA Form U5 release, WA State Patrol fingerprinting,... ...market presence Established relationships in the Catalina Foothills, Oro...Full timeContract workFor contractorsSelf employmentSeasonal workWork at officeLocal areaFlexible hours$70k - $80k
...your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to... ...Week: 40 Pay Transparency details US - WA - Bonney Lake - 19321 State Route 410 E -... ...Meeker - PUYALLUP BC (WA5132), US - WA - Tacoma - 11315 Pacific Ave S - PARKLAND BC (WA51...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$76k - $193k
...01 Union St. #2500, Seattle, WA. 98101 Bellevue: 10655 NE 4th... .... 900, Bellevue, WA. 98004 Tacoma: 1201 Pacific Avenue Ste. #50... ...beauty, and shopping at farmers markets and cooking seasonal meals... ...customer service and build lasting relationships. Collaborate with a local...Full timeInternshipSeasonal workLocal areaWork from homeFlexible hours$102.14k
...Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning... ..., Bellevue's tech corridor, Tacoma, or Spokane and ready for a... ...reflecting FINRA Form U5 release, WA State Patrol fingerprinting,... ...presence: Established relationships in the Catalina Foothills, Oro...Full timeContract workFor contractorsSelf employmentSeasonal workWork at officeLocal areaFlexible hours- ...01 Union St. #2500, Seattle, WA. 98101 Bellevue: 10655 NE 4... .... 900, Bellevue, WA. 98004 Tacoma: 1201 Pacific Avenue Ste. #50... ...beauty, and shopping at farmers markets and cooking seasonal meals... ...involves building long-term relationships with clients, understanding their...Full timeInternshipSeasonal workWork at officeWork from homeVisa sponsorshipFlexible hours
- ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
- KeyCorp in Tacoma, Washington, is seeking a Personal Banker to engage clients, uncover needs, and provide tailored financial solutions. This role requires... ...and 1+ years of experience in building customer relationships. Candidates should be knowledgeable about consumer...Hourly pay
$25 - $38.46 per hour
Licensed Private Client Banker page is loaded## Licensed Private Client Bankerlocations: Tacoma, WAtime type: Full timeposted on:... ...will focus on the entire client relationship with a plan-based approach to... ...needs.* Staying updated with market trends and analyzing market...Hourly payWork experience placementImmediate startDay shift- ...Advisor at Northwestern Mutual Tacoma, you will help clients achieve... ...mentors and leaders, we will surround you with resources to support... ...our team with top talent in the area. At Northwestern Mutual, we are committed to building relationships, fostering growth, and...Work experience placement
- Northwestern Mutual - Puget Sound is seeking a Financial Representative in Tacoma, WA. In this role, you will help clients achieve their financial goals through tailored insurance and financial solutions. Responsibilities include client consultations, developing financial...Remote jobFlexible hours
- WealthBridge Financial Group in Tacoma, WA seeks determined Financial Advisors to guide clients through complex financial decisions.... ...contractors leveraging their military background to build client relationships. A focus on professional development and high community...For contractorsFlexible hours
- Bankers Life in Tacoma, WA, is looking for driven individuals for an entry-level financial advisor position. In this role, you'll create personalized financial solutions for clients while having access to top-tier training, mentorship, and unlimited income opportunities...
$61k - $119k
Northwestern Mutual Life Insurance Company is looking for a Financial Advisor in Tacoma, WA. In this role, you will help clients achieve their financial goals through customized planning and support. The position offers performance-based earnings, with average earnings...- Global Elite Empire Consultants is seeking dedicated individuals for a work-from-home financial services position in Tacoma, WA. This role focuses on protecting families and helping them secure their financial futures while upholding the highest standards of integrity....Remote jobWork from homeFlexible hours
$58.44k - $93.5k
A leading health services provider is seeking a Personal Financial Counselor in Tacoma, WA, to offer financial counseling services to military service members and their families. The role involves developing spending plans, conducting workshops, and coordinating financial...$21.5 - $32.25 per hour
...successes and celebrating along the wayBuilding and nurturing strong relationships with your membersUnderstanding your members’ journey, offering... ...CoconutWhere we’re located: 9540 Bridgeport Way SW, Lakewood, WA 98499When you’d work: Monday - Friday 8:00 am - 6:00 pm,...Hourly payFull timePart timeLocal areaMonday to Friday- Edward Jones is looking for an Associate Financial Advisor in Tacoma, WA. This role involves working closely with clients, gathering information, and providing personalized financial solutions. Candidates need a High School Diploma and may pursue Series 7 and 66 licenses...
- Moss Adams is seeking a Data Analytics Consulting Staff in Tacoma, WA. This role involves analyzing data to derive actionable insights for clients, collaborating on operational efficiency improvements, and delivering strategic analytics solutions. Candidates should hold...Work at office
- KeyBank is seeking a Personal Banker in Tacoma, Washington to engage clients in meaningful financial conversations and provide tailored... ...solutions. The successful candidate will develop new client relationships and deepen existing ones, with a strong emphasis on...
- ...About the Role We're excited to welcome an enthusiastic Member Relationship Representative (MRR) to our branch team! In this role, you'll... ...union members and their families. We're based in Bothell, WA, with 120 employees focused on thoughtful, sustainable growth while...Casual workShift work
$22.33 per hour
...is over… WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for... ...who think proactively about building relationships, delivering solutions, and representing WaFd... ...Consumer Privacy Act- CCPA 2025 Location: US‑WA‑Federal Way Position: Personal Banker...Full timeWork at office- JPMorgan Chase & Co. in Puyallup, WA is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to... ...The role emphasizes building a book of business through client relationship management and delivering personalized investment solutions....
- WealthBridge Financial Group in Steilacoom, WA, is seeking transitioning service members for a Personal Financial Advisor role. This position offers full training, mentorship, and a commission-based income model. Candidates will support military families in achieving financial...For contractorsFlexible hours
- ...involves providing tailored financial solutions, building client relationships, and meeting sales goals while ensuring compliance with... ...organizational skills are essential. This position requires on-site work at various branches in the Tacoma area. #J-18808-Ljbffr LPL Financial
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