Relationship Banker - Financial District Market - San Francisco, CA

Location: San Francisco, CA, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker to join our vibrant Financial District Market branch in San Francisco, CA. As a Relationship Banker, you will be at the forefront of delivering exceptional client experiences, embodying our core values of hospitality and client care. In this role, you will build meaningful relationships with a diverse clientele in one of the nation's most dynamic financial hubs, helping individuals and businesses achieve their financial goals through personalized banking solutions. Your day-to-day will involve engaging clients face-to-face and digitally, understanding their unique needs, and recommending a suite of JPMorgan Chase products including deposit accounts, lending options, credit cards, and investment services tailored to the San Francisco market's innovative and affluent demographic. Key to success in this position is your ability to foster trust and loyalty while navigating the fast-paced environment of the Financial District. You will conduct comprehensive financial consultations, process transactions with precision, and ensure all interactions comply with stringent banking regulations such as those from the FDIC and CFPB. Collaboration with branch colleagues and specialists will be essential to meet sales objectives and elevate client satisfaction, measured through Net Promoter Scores. Additionally, you will promote Chase's digital ecosystem, empowering clients to leverage tools like the Chase Mobile app for seamless banking in a tech-savvy city like San Francisco. JPMorgan Chase offers unparalleled opportunities for growth within the financial services industry, with robust training programs and a commitment to diversity and inclusion. This role not only allows you to contribute to clients' financial well-being but also positions you for advancement in our global organization. If you thrive in a client-focused role and are passionate about the intersection of hospitality and finance, join us to make a lasting impact in San Francisco's thriving economy.

Key Responsibilities

• Engage clients in the Financial District Market to understand their financial needs and recommend tailored JPMorgan Chase products such as checking accounts, mortgages, and wealth management services
• Deliver exceptional hospitality by creating personalized experiences that embody Chase's client-centric culture
• Process transactions including deposits, withdrawals, and loan applications with accuracy and efficiency
• Identify opportunities for cross-selling Chase credit cards, investment products, and digital banking tools
• Maintain compliance with federal and state banking regulations, including anti-money laundering protocols
• Collaborate with branch team members to achieve sales targets and enhance client satisfaction scores
• Educate clients on digital banking solutions like Chase Mobile app and online platforms to drive adoption
• Conduct financial health assessments and provide guidance on budgeting, saving, and debt management
• Resolve client inquiries and issues promptly to foster long-term relationships and loyalty
• Participate in community events in San Francisco to promote JPMorgan Chase's brand and services

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
• Active and in good standing with state banking and/or insurance license requirements
• Demonstrated ability to build and maintain client relationships in a fast-paced environment
• Proficiency in financial products including checking, savings, loans, and investment options
• Strong understanding of regulatory compliance in banking and financial advising
• Ability to work flexible hours including weekends and evenings as needed

Preferred Qualifications

• Series 6 and 63 licenses or willingness to obtain
• Experience with JPMorgan Chase systems and platforms
• Bilingual proficiency in English and Spanish or Mandarin, given San Francisco's diverse clientele
• Previous role in a high-volume branch in an urban market like the Financial District
• Knowledge of sustainable finance and ESG investing trends

Required Skills

• Client relationship management
• Sales and consultative selling
• Financial product knowledge
• Regulatory compliance awareness
• Customer service excellence
• Digital banking proficiency
• Problem-solving and conflict resolution
• Communication and active listening
• Time management in high-pressure settings
• Team collaboration
• Analytical thinking for financial assessments
• Adaptability to diverse client needs
• Proficiency in Microsoft Office and banking software
• Emotional intelligence for hospitality
• Goal-oriented performance tracking

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications in finance
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for San Francisco employees
• Access to JPMorgan Chase's global learning resources and career advancement opportunities

JP Morgan Chase is an equal opportunity employer.