Talent.com
Relationship Banker - Brea Market - Diamond Bar, CA
Relationship Banker - Brea Market - Diamond Bar, CAJPMorgan Chase • Diamond Bar, CA, US
Relationship Banker - Brea Market - Diamond Bar, CA

Relationship Banker - Brea Market - Diamond Bar, CA

JPMorgan Chase • Diamond Bar, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Relationship Banker

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day / 7 days a week.

Job Responsibilities

  • Delivers an exceptional customer experience by acting with a customer-first attitude
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
  • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
  • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required Qualifications, Capabilities, and Skills

  • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • High school degree, GED, or foreign equivalent
  • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6 / 7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
  • Operate within established risk parameters / tolerances and meets internal / external risk and compliance obligations, including completion of required training
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products / services to customers with differing needs
  • Ability to work branch hours including weekends and some evenings
  • Preferred Qualifications, Capabilities, and Skills

  • College degree or military equivalent
  • Professional, thorough, and organized with strong follow-up skills
  • Exude confidence with clients when sharing product knowledge and solutions
  • Experience adhering to policies, procedures, and regulatory banking requirements
  • Federal Deposit Insurance Act

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

    Dodd Frank / Truth in Lending Act

    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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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.

    Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at :

    [job_alerts.create_a_job]

    Relationship Banker • Diamond Bar, CA, US

    [internal_linking.related_jobs]
    Personal Banker - Irvine, CA

    Personal Banker - Irvine, CA

    Firefighters First Credit Union • Irvine, CA, United States
    [job_card.full_time]
    Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935.We have built trusting relationships within the fire family as the nation's largest exclusive f...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Executive Mortgage Banker (MLO+)

    Executive Mortgage Banker (MLO+)

    JBA International • Irvine, CA, United States
    [job_card.full_time]
    Currently seeking experienced Loan Officers who are looking to skyrocket their origination business with a solid mortgage banking enterprise. Interested candidates must have experience as a TOP TIER...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist in Phelan, CA - $11466 / month

    Travel Physical Therapist in Phelan, CA - $11466 / month

    Vetted Health • Phelan, CA, United States
    [job_card.temporary]
    Job Opportunity : Physical Therapist.Location : Apple Valley, California.Provides specialized healthcare services in a clinical setting. Works collaboratively with healthcare team members.Maintains pr...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Irvine, CA, US
    [job_card.full_time]
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker - Claremont, CA

    Relationship Banker - Claremont, CA

    BankTalent HQ • Claremont, CA, United States
    [job_card.full_time]
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Banker

    Associate Banker

    BMO Financial Group • Mission Viejo, CA, United States
    [job_card.part_time]
    Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    WM Affluent Banker - Irvine, CA

    WM Affluent Banker - Irvine, CA

    U.S. Bank • Irvine, CA, United States
    [job_card.full_time]
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Private Client Banker - Kraemer - Brea, CA

    Private Client Banker - Kraemer - Brea, CA

    Chase • Diamond Bar, CA, US
    [job_card.full_time]
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Retail Relationship Banker

    Retail Relationship Banker

    Bmo • Rancho Cucamonga, CA, US
    [job_card.part_time]
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Partner, Enterprise Sales

    Client Partner, Enterprise Sales

    T-Mobile USA, Inc. • Irvine, CA, United States
    [job_card.full_time] +1
    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation pack...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Irvine, CA
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker II

    Relationship Banker II

    Cathay Bank - Headquarters • Rancho Cucamonga, California, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Banking Officer - Orange County / Inland Empire

    Business Banking Officer - Orange County / Inland Empire

    First Bank • Yorba Linda, CA, United States
    [job_card.full_time]
    A Business Banking Officer II is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on cl...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Pinon Hills, California, US
    [filters.remote]
    [job_card.temporary]
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Banker

    Personal Banker

    Columbia Bank (WA, OR & ID) • Irvine, CA, United States
    [job_card.full_time]
    At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and comm...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Bank Sales & Service Representative (Universal Banker)

    Bank Sales & Service Representative (Universal Banker)

    First Citizens Bank • Ontario, CA, US
    [job_card.full_time]
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.This position will...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Seasonal Retail Fragrances Sales Associate - Dior, Victoria Gardens

    Seasonal Retail Fragrances Sales Associate - Dior, Victoria Gardens

    Macy's • Rancho Cucamonga, CA, United States
    [job_card.full_time]
    Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditions. Macy's 4th of July Fireworks, and the wonder of...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Consumer Insight Contributor (Hiring Immediately)

    Remote Consumer Insight Contributor (Hiring Immediately)

    Earn Haus • Phelan, California, US
    [filters.remote]
    [job_card.full_time] +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...[show_more]
    [last_updated.last_updated_30] • [promoted]