Relationship Banker - Marin Napa Market - Davis, CA

Location: Davis, CA, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker to join our Marin Napa Market team in Davis, CA. As a Relationship Banker, you will play a pivotal role in delivering exceptional client experiences that embody our core values of hospitality and client care. In this dynamic position, you will serve as the primary point of contact for clients, helping them navigate a full suite of banking solutions including deposits, lending, and investment products. Your ability to build trust and provide personalized financial advice will drive client loyalty and contribute to the growth of our branch in the vibrant Davis community. We pride ourselves on fostering an inclusive environment where your contributions directly impact our clients' financial well-being and our market presence in Northern California. Key to success in this role is your passion for connecting with people and uncovering opportunities to enhance their financial journeys. You will proactively engage clients through in-branch interactions, digital channels, and community outreach, recommending products like Chase checking accounts, credit cards, and home lending options tailored to their unique needs. Collaborating with a supportive team of financial professionals, you will ensure seamless service delivery while upholding the highest standards of compliance and ethical practices. At JPMorgan Chase, we invest in your growth through ongoing training on our innovative tools and industry-leading products, empowering you to exceed performance goals and advance your career in financial services. Joining JPMorgan Chase means becoming part of a global leader in finance with a commitment to innovation, diversity, and community impact. In the Marin Napa Market, you will contribute to initiatives that support local economic development while enjoying a rewarding career path with opportunities for promotion. If you thrive in a fast-paced environment and are eager to make a meaningful difference, this Relationship Banker role offers the platform to showcase your skills and align with our mission of putting clients at the heart of everything we do.

Key Responsibilities

• Engage with clients in the Davis, CA branch to understand their financial needs and provide tailored banking solutions
• Open and maintain various deposit accounts, including checking, savings, and CDs, while ensuring compliance with JPMorgan Chase policies
• Promote and sell appropriate credit products, such as personal loans and mortgages, to meet client goals
• Deliver exceptional hospitality by resolving inquiries, processing transactions, and offering personalized advice
• Build and nurture long-term client relationships to drive referrals and portfolio growth in the Marin Napa market
• Collaborate with branch teams to support community events and financial education initiatives
• Monitor client portfolios for opportunities to upsell investment and wealth management services
• Ensure adherence to all regulatory requirements, including anti-money laundering (AML) and know-your-customer (KYC) protocols
• Utilize JPMorgan Chase's digital tools to enhance client experiences and streamline operations
• Contribute to branch performance goals by achieving key metrics in client satisfaction and revenue generation

Required Qualifications

• High school diploma, GED, or equivalent work experience
• At least 1 year of experience in a customer-facing role within financial services or retail
• Strong understanding of banking products and services, including deposits, loans, and investments
• Ability to obtain necessary state and federal licenses (e.g., NMLS registration)
• Proficiency in using financial software and tools for client transactions
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with banking regulations

Preferred Qualifications

• Bachelor's degree in finance, business, or a related field
• 2+ years of experience as a banker or in sales within the financial industry
• Bilingual proficiency, particularly in Spanish, to serve the diverse Marin Napa community
• Experience with digital banking platforms and CRM systems like those used at JPMorgan Chase
• Proven track record in achieving sales targets and client retention metrics

Required Skills

• Customer service excellence
• Sales and relationship-building
• Knowledge of banking regulations
• Financial product expertise
• Digital literacy in banking software
• Problem-solving and conflict resolution
• Active listening and empathy
• Time management and organization
• Team collaboration
• Analytical thinking for client needs assessment
• Compliance and risk management
• Presentation and communication skills
• Adaptability to market changes
• Proficiency in Microsoft Office and CRM tools
• Cultural sensitivity for diverse client base

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 hybrid options where applicable
• Access to JPMorgan Chase's global learning resources and career advancement opportunities

JP Morgan Chase is an equal opportunity employer.