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JPMorgan Chase3 days ago

Relationship Banker - Peninsula Market - Millbrae, CA

On-site · Millbrae, California, United States

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

Job Summary

Relationship Banker responsibilities include building and managing client relationships at the Chase branch, delivering attentive and consultative service, tailoring product and service recommendations to meet financial needs, educating clients on technology solutions like the Chase Mobile App and Chase.com, and ensuring compliance with policies and regulatory requirements. The role emphasizes proactive client engagement both in person and by phone, rapid learning of products and procedures, collaboration with a team of experts for specialized needs, and adherence to risk and licensing requirements. Strong communication, client-service orientation, and the ability to work flexible branch hours are important.

Required Qualifications

  • High school degree, GED, or foreign equivalent
  • The Securities Industry Essential (SIE) exam
  • FINRA Series 6
  • state registration (including 63 if required)
  • Life licenses are minimum requirements
  • All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire
  • NMLS registration under the SAFE Act of 2008
  • Ability to work branch hours including weekends and some evenings
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JPMorgan Chase

Relationship Banker - Peninsula Market - Millbrae, CA

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