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JPMorgan Chase4 days ago

Relationship Banker - Marin Napa Market - Davis, CA

On-site · Davis, California, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Financial Services

Job Summary

Relationship Banker role at Chase in Marin Napa Market (Davis, CA) focused on building and managing client relationships, delivering personalized banking solutions, and educating clients on technology tools. Responsibilities include proactively meeting clients in-person and by phone, understanding financial needs, tailoring product recommendations, communicating clearly and consultatively, and adhering to banking policies and regulatory requirements. Requires 1+ year sales experience in retail banking or related industries, ability to create memorable client experiences, excellent communication skills, strong problem-solving and risk-compliance awareness, and availability to work weekend/evening hours. Education required: high school degree, GED, or foreign equivalent. Licensing requirements include SIE, FINRA Series 6, state registration (63 if required), and Life licenses with JPMorganChase licensing program participation within 180 days of hire. Preferred qualifications include a college degree or military equivalent and experience with banking policies and regulatory frameworks. This role is located in a Chase branch setting and requires in-person work, with potential for licensing and regulatory considerations under federal banking acts.

Required Qualifications

  • High school degree, GED, or foreign equivalent
  • 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
  • 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
  • SIE exam and licensing requirements for Mortgage/Licensing programs
  • NMLS registration and SAFE Act compliance
  • Knowledge of banking products, services, and regulatory requirements
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JPMorgan Chase

Relationship Banker - Marin Napa Market - Davis, CA

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