Relationship Banker - Santa Barbara Market - Santa Barbara, CA
Listed on 2026-07-06
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Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance
About the Role
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with utmost hospitality, using the latest banking solutions and cutting‑edge financial technology in combination with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, providing thoughtful solutions to meet their financial needs.
Job Responsibilities- Put clients first and exceed their expectations by delivering attentive and friendly service in a welcoming environment.
- Manage assigned clients and proactively meet with them in person or over the phone to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, consultative communication to understand and help clients, building trust by asking questions and listening.
- Educate and connect clients to technology solutions such as the Chase Mobile App, , and ATMs so they can manage banking needs whenever and wherever they want.
- Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions, and collaborate with our team of experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- 1+ years 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 client experiences and elevate the client experience.
- Excellent communication skills, both in person and over the phone, with the ability to tailor product features and benefits to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail, providing a consistent client experience.
- Ability to operate within established risk parameters and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- Required certifications: the Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and life licenses. Unlicensed applicants must obtain their 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 the Dodd‑Frank/Truth in Lending Act qualification requirements for loan originators. An employment offer is contingent on JPMorgan Chase’s review of criminal history, credit report, and other information relevant to demonstrating financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies consideration. Continued employment is contingent upon compliance with these requirements.
FederalDeposit Insurance Act
This role is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.
Legal NoticesWe are an equal opportunity employer. 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. We also make reasonable accommodations for applicants’ and employees’ religious practices, beliefs, mental health, or physical disability needs.
BenefitsWe offer a competitive total rewards package, including base salary based on role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash or forfeitable equity. 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.
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