Relationship Banker - King Branch - King , CA
Listed on 2025-12-31
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Finance & Banking
Banking & Finance, Financial Sales
Relationship Banker - King City Branch - King City, CA
Join to apply for the Relationship Banker - King City Branch - King City, CA role at JPMorgan Chase
OverviewAt 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 hospitality, using the latest banking solutions and 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 address their financial needs.
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, , 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.
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for 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 a consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school diploma, GED, or foreign equivalent.
- Licensing requirements:
Securities Industry Essentials (SIE) exam, FINRA Series 6 (and state registrations as applicable), and Life licenses. All unlicensed applicants must obtain licenses through JPMorgan
Chase’s licensing program within 180 days of hire, with study materials and support provided. - Ability to work branch hours including weekends and some evenings.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
- This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Offer contingent on review of criminal history, credit, NMLS information, and other relevant data.
- National Mortgage Licensing System and Registry (NMLS) registration required upon active employment with JPMorgan
Chase; adherence to SAFE Act and annual renewals is required. - Federal Deposit Insurance Act: employment offer contingent on review of criminal conviction history.
Chase is a leading financial services firm helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We offer a competitive total rewards package including base salary, potential incentives, and a range of benefits.
About The TeamOur Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales and deposit growth and offer the most-used digital solutions.
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