Talent.com
Relationship Banker - Silicon Valley Market - Cupertino, CA
Relationship Banker - Silicon Valley Market - Cupertino, CACalifornia Staffing • Cupertino, CA, US
Relationship Banker - Silicon Valley Market - Cupertino, CA

Relationship Banker - Silicon Valley Market - Cupertino, CA

California Staffing • Cupertino, CA, US
1 day ago
Job type
  • Full-time
Job description

Chase Relationship Banker

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.
  • 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.

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

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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.

    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.

    Base Pay / Salary Cupertino, CA $25.00 - $32.69 / hour

    Create a job alert for this search

    Relationship Banker • Cupertino, CA, US

    Related jobs
    Relationship Banker - Silicon Valley Market - Mountain View, CA

    Relationship Banker - Silicon Valley Market - Mountain View, CA

    California Staffing • Mountain View, CA, US
    Full-time
    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 t...Show more
    Last updated: 1 day ago • Promoted
    Relationship Banker - San Francisco West

    Relationship Banker - San Francisco West

    Bank of America • San Francisco, CA, US
    Full-time
    Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker - Silicon Valley Market - Sunnyvale, CA

    Relationship Banker - Silicon Valley Market - Sunnyvale, CA

    JPMorgan Chase • Sunnyvale, CA, US
    Full-time
    Relationship Banker In Branch Banking.You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face ...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker - Peninsula South

    Relationship Banker - Peninsula South

    California Staffing • Palo Alto, CA, US
    Full-time
    This position is open for the entire market and the specific Financial Center location will be based on business needs.If you are offered a position, you will train at one financial center, and the...Show more
    Last updated: 1 day ago • Promoted
    Relationship Banker - San Francisco Financial area

    Relationship Banker - San Francisco Financial area

    Bank of America • San Francisco, CA, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker - Peninsula South

    Relationship Banker - Peninsula South

    Bank of America • Palo Alto, CA, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...Show more
    Last updated: 2 days ago • Promoted
    Business Banking Relationship Manager-San Francisco

    Business Banking Relationship Manager-San Francisco

    U.S. Bancorp • San Francisco, CA, US
    Full-time
    US Bank is hiring a new Business Banking Relationship Manager for our San Francisco market!.Our Relationship Managers approach each and every day with a single purpose - to do the right thing by ou...Show more
    Last updated: 30+ days ago • Promoted
    Business Banking Relationship Manager (SB)

    Business Banking Relationship Manager (SB)

    Bank of America • Union City, CA, US
    Full-time
    Bank Of America Small Business Financial Solutions Specialist.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do t...Show more
    Last updated: 8 days ago • Promoted
    VP Commercial Banking Relationship Manager - San Francisco

    VP Commercial Banking Relationship Manager - San Francisco

    Hingham Institution for Savings • San Francisco, CA, United States
    Full-time
    VP Commercial Banking Relationship Manager - San Francisco.About Hingham Institution for Savings.Incorporated in 1834, Hingham Institution for Savings is one of America’s oldest banks.The Bank prov...Show more
    Last updated: 20 days ago • Promoted
    Relationship Banker - Silicon Valley East

    Relationship Banker - Silicon Valley East

    Bank of America • San Jose, CA, US
    Full-time
    Bank Of America Financial Services Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by drivi...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker

    Relationship Banker

    Bank of America • San Jose, CA, US
    Full-time
    This position is open for the entire market and the specific Financial Center location will be based on business needs.If you are offered a position, you will train at one financial center, and the...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Cibc • San Francisco, CA, US
    Full-time
    We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...Show more
    Last updated: 30+ days ago • Promoted
    Senior Relationship Banker

    Senior Relationship Banker

    East West Bank • San Francisco, CA, United States
    Full-time
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker - Monterey Bay Valley area

    Relationship Banker - Monterey Bay Valley area

    Bank of America • Scotts Valley, CA, US
    Full-time
    Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker - Peninsula South area

    Relationship Banker - Peninsula South area

    Bank of America • Sunnyvale, CA, US
    Full-time
    Bank Of America Financial Services Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth ...Show more
    Last updated: 30+ days ago • Promoted
    Business Banking Relationship Mgr. II - San Francisco

    Business Banking Relationship Mgr. II - San Francisco

    Citizens Financial Group • San Francisco, CA, US
    Full-time
    This is the job title and description provided on the page.No additional information or metadata has been included.Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker

    Relationship Banker

    Comerica • San Carlos, CA, US
    Full-time
    The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers.T...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker - Oakland area

    Relationship Banker - Oakland area

    Bank of America • Oakland, CA, US
    Full-time
    Bank Of America Financial Services.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ...Show more
    Last updated: 30+ days ago • Promoted