Talent.com
Relationship Banker - Brea Market - Diamond Bar, CA

Relationship Banker - Brea Market - Diamond Bar, CA

JPMorgan ChaseDiamond Bar, CA, US
30+ days ago
Job type
  • Full-time
Job description

Relationship Banker

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day / 7 days a week.

Job Responsibilities

  • Delivers an exceptional customer experience by acting with a customer-first attitude
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
  • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
  • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required Qualifications, Capabilities, and Skills

  • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • High school degree, GED, or foreign equivalent
  • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6 / 7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
  • Operate within established risk parameters / tolerances and meets internal / external risk and compliance obligations, including completion of required training
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products / services to customers with differing needs
  • Ability to work branch hours including weekends and some evenings
  • Preferred Qualifications, Capabilities, and Skills

  • College degree or military equivalent
  • Professional, thorough, and organized with strong follow-up skills
  • Exude confidence with clients when sharing product knowledge and solutions
  • Experience adhering to policies, procedures, and regulatory banking requirements
  • Federal Deposit Insurance Act

    This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.

    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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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 :

    Create a job alert for this search

    Relationship Banker • Diamond Bar, CA, US

    Related jobs
    • Promoted
    US SAMU Relationship Manager

    US SAMU Relationship Manager

    BMO FinancialNewport Beach, CA, United States
    Part-time
    Are you a seasoned banking professional with a strong background in loan workout, portfolio management, and / or deal structuring? Do you thrive in high-stakes environments where your expertise in cr...Show moreLast updated: 1 day ago
    • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick TradingRiverside, CA, USA
    Remote
    Part-time
    Remote Options Trader Position at Maverick Trading.Maverick Trading is a proven proprietary trading firm with more than 26 years of market expertise. We empower traders with access to firm capital w...Show moreLast updated: 13 days ago
    • Promoted
    Earn Cash - Drive with Uber

    Earn Cash - Drive with Uber

    UberHesperia, CA, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 17 days ago
    • Promoted
    Client Relationship Consultant

    Client Relationship Consultant

    Banner BankRancho Cucamonga, CA, United States
    Full-time
    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will ...Show moreLast updated: 3 days ago
    • Promoted
    Investment Banker

    Investment Banker

    TradeJobsWorkForce92604 Irvine, CA, US
    Full-time
    Investment Banker Job Duties : Issues debt and sells equity to raise capital for clients.Conducts re...Show moreLast updated: 30+ days ago
    • Promoted
    Bank Teller

    Bank Teller

    TradeJobsWorkforce92516 Riverside, CA, US
    Full-time
    Bank Teller Openings - Looking for candidates locally The Teller role is a critical position for selected branch teams in helping the branches achieve its sales, service and operational goals.The ...Show moreLast updated: 30+ days ago
    Remote Client Relationship Manager

    Remote Client Relationship Manager

    American Income Life AOSan Bernadino, CA, US
    Remote
    Full-time
    Quick Apply
    APPLICANT MUST RESIDE IN THE U.TO BE CONSIDERED FOR THIS POSITION, ALL OTHER APPLICANTS WILL BE IMMEDIATELY DISQUALIFIED • Are you ready to join the forefront of AO’s unparalleled growth in th...Show moreLast updated: 30+ days ago
    Sales - Brand Ambassador

    Sales - Brand Ambassador

    Terra Kai JUCE OrganicsMurrieta, CA, US
    Part-time
    Quick Apply
    Terra Kai Organics is seeking high-energy, health-conscious Sales Brand Ambassadors to represent JUCE Super Fruit & Veggie Blend at Sam's Club # 4822 - 40500 M...Show moreLast updated: 30+ days ago
    Sales Associate (PT) | Brea Mall

    Sales Associate (PT) | Brea Mall

    Honey BirdetteBrea, California, US
    Full-time
    Quick Apply
    Honey Birdette was created by women for women, to offer an experience unlike any other lingerie retailer.We are a luxury lifestyle brand offering high-end lingerie and premium bedroom accessories.B...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    Financial Statement Services, IncSanta Ana, CA, US
    Full-time
    Quick Apply
    FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...Show moreLast updated: 30+ days ago
    • Promoted
    Uber - Sign Up to Drive and Earn

    Uber - Sign Up to Drive and Earn

    UberCrestline, CA, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 17 days ago
    • Promoted
    Commercial Relationship Manager

    Commercial Relationship Manager

    Fifth Third BankNewport Beach, California, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Responsible for profitable bus...Show moreLast updated: 1 day ago
    • Promoted
    Drive With Uber : Earn At Least $620 For Your First 64 Trips, Guaranteed.

    Drive With Uber : Earn At Least $620 For Your First 64 Trips, Guaranteed.

    UberPhelan, CA, United States
    Full-time +1
    Earn at least $620 driving with Uber when you complete your first 64 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part...Show moreLast updated: 2 days ago
    • Promoted
    Relationship Banker - Claremont, CA

    Relationship Banker - Claremont, CA

    BankTalent HQClaremont, CA, United States
    Full-time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 30+ days ago
    • Promoted
    Branch Manager (Business Development Focused)

    Branch Manager (Business Development Focused)

    First Citizens BankOntario, CA, US
    Full-time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...Show moreLast updated: 23 days ago
    Bartender

    Bartender

    Wings And RingsRancho Cucamonga, CA, US
    Part-time
    Quick Apply
    Do you have what it takes to be part of the Wings & Rings crew? This isn’t your typical restaurant job.W&R is the kind of place for people who love good food and love to show people a good time.Tak...Show moreLast updated: 30+ days ago
    • Promoted
    Border Patrol Agent

    Border Patrol Agent

    US Customs and Border ProtectionPhelan, CA, US
    Full-time
    Border Patrol Agent (BPA) Entry Level.IMPORTANT NOTICE : Duty assignments available at the time of offer may include the Southwest Border, including. Border Patrol determines duty assignments at the ...Show moreLast updated: 30+ days ago
    • Promoted
    Earn At Least $620 For Your First 64 Trips, Guaranteed.

    Earn At Least $620 For Your First 64 Trips, Guaranteed.

    UberHesperia, CA, United States
    Full-time +1
    Earn at least $620 driving with Uber when you complete your first 64 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part...Show moreLast updated: 2 days ago
    • Promoted
    Bank Teller

    Bank Teller

    TradeJobsWorkForce92508 Riverside, CA, US
    Full-time
    Serves customers by completing account transactions.Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night ...Show moreLast updated: 30+ days ago
    • Promoted
    Want Cash Jobs? Earn With Uber Instead

    Want Cash Jobs? Earn With Uber Instead

    UberLytle Creek, CA, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 17 days ago