Relationship Banker - Davis St Branch - Davis, CA

Location: Davis, CA, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are committed to fostering a culture of inclusion and innovation in the financial services industry. As a Relationship Banker at our Davis St Branch in Davis, CA, you will play a pivotal role in delivering exceptional client experiences that embody our hospitality-driven approach. This position involves serving as the primary point of contact for clients, helping them navigate a wide array of banking solutions tailored to their unique financial needs. From everyday transactions to complex advisory services, you will leverage JPMorgan Chase's robust portfolio of products—including checking and savings accounts, credit solutions, mortgages, and investment options—to build lasting relationships and drive client satisfaction in the vibrant Davis community. Your day-to-day responsibilities will focus on proactive client engagement, where you'll assess individual goals and recommend personalized strategies to optimize their financial well-being. You'll collaborate with branch colleagues to ensure seamless service delivery, while adhering to strict compliance standards set by regulatory bodies and JPMorgan Chase's internal policies. This role demands a blend of technical expertise in banking operations and soft skills in relationship management, enabling you to identify cross-selling opportunities and promote digital tools that enhance client accessibility. In a fast-paced retail banking environment, you'll contribute to branch performance metrics, such as deposit growth and referral rates, while participating in local initiatives that strengthen our community ties in Davis, CA. JPMorgan Chase offers unparalleled opportunities for professional growth within one of the world's leading financial institutions. As a Relationship Banker, you'll benefit from ongoing training, mentorship, and access to advanced resources that support your career trajectory. We value diverse perspectives and are dedicated to creating an inclusive workplace where every team member can thrive. If you are passionate about client care and excited to join a team that prioritizes ethical, innovative banking, this role at the Davis St Branch is an ideal opportunity to make a meaningful impact.

Key Responsibilities

• Engage clients in the Davis St Branch to understand their financial goals and recommend appropriate JPMorgan Chase products and services
• Process transactions including deposits, withdrawals, and loan applications with accuracy and efficiency
• Build and maintain long-term relationships with clients to enhance loyalty and drive branch growth
• Identify opportunities for cross-selling products like mortgages, investments, and wealth management services
• Ensure compliance with all regulatory requirements and JPMorgan Chase policies during client interactions
• Collaborate with branch team members to deliver exceptional hospitality and resolve client issues promptly
• Utilize digital tools to support remote client servicing and promote online banking adoption
• Monitor client portfolios and provide proactive advice on financial planning opportunities
• Participate in community outreach events in Davis, CA, to strengthen JPMorgan Chase's local presence
• Maintain accurate records of client interactions and sales activities in the bank's CRM system

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 2 years of experience in retail banking, customer service, or financial services
• Strong knowledge of banking products including checking/savings accounts, loans, credit cards, and investment options
• Ability to obtain necessary licenses such as Series 6 and 63 within 120 days of hire
• Proficiency in Microsoft Office Suite and core banking software
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Previous experience in sales or relationship management within a financial institution
• Familiarity with JPMorgan Chase's digital banking platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse communities in Davis, CA
• Experience in cross-selling financial products to meet client needs
• Certification in financial planning or customer relationship management

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and decision-making
• Digital literacy in banking software
• Time management and organization
• Team collaboration
• Attention to detail
• Adaptability to client needs
• Communication (verbal and written)
• Risk assessment
• Cross-selling techniques
• Cultural sensitivity for diverse clients

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and education
• Employee stock purchase plan and access to financial wellness resources
• Fitness and wellness programs including gym memberships and mental health support
• Performance-based bonuses and incentives tied to branch and individual goals
• Opportunities for career advancement within JPMorgan Chase's global network

JP Morgan Chase is an equal opportunity employer.