Relationship Banker - Silicon Valley Market - Portola Valley, CA

Location: Portola Valley, CA, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker in JP Morgan Chase's Silicon Valley Market at our Portola Valley, CA branch, you will play a pivotal role in delivering the renowned Chase hospitality to our discerning clients. In this dynamic financial services environment, you will embody our commitment to exceptional client care by building meaningful relationships with high-net-worth individuals and tech professionals in one of the world's innovation hubs. Your expertise will help clients navigate a full suite of banking solutions, from everyday checking and savings accounts to sophisticated investment and lending products, ensuring they achieve their financial goals with confidence and ease. Key to success in this role is your ability to provide personalized advice that aligns with JP Morgan Chase's global standards of integrity and innovation. You will proactively engage clients through in-branch consultations, virtual meetings, and community events, identifying opportunities to deepen relationships by cross-selling services like J.P. Morgan Wealth Management or Chase Private Client offerings. In the fast-paced Silicon Valley landscape, you will stay ahead of emerging trends in fintech and sustainable investing, offering tailored recommendations that reflect our firm's leadership in the industry while adhering to strict compliance protocols. Joining JP Morgan Chase means becoming part of a prestigious team dedicated to empowering clients' success. This position offers the chance to grow within a supportive culture that values diversity, professional development, and work-life balance. With opportunities for advancement into senior banking or advisory roles, you will contribute to our mission of making a positive impact on clients' lives and the broader financial community in Portola Valley and beyond.

Key Responsibilities

• Engage with clients to understand their financial needs and recommend personalized banking solutions from JP Morgan Chase's portfolio
• Open and maintain various account types, including deposits, loans, and credit products, ensuring seamless onboarding
• Provide expert advice on investment options, mortgages, and wealth management services tailored to Silicon Valley's tech-savvy clientele
• Conduct regular outreach and follow-ups to deepen client relationships and identify opportunities for additional services
• Resolve client inquiries and issues promptly, upholding JP Morgan Chase's standards of hospitality and exceptional service
• Collaborate with branch teams and specialists to deliver comprehensive financial planning
• Ensure compliance with all regulatory requirements and internal policies during client interactions
• Promote digital banking tools to enhance client experience and self-service capabilities
• Monitor market trends in the Silicon Valley area to offer timely financial advice
• Contribute to branch goals by achieving sales targets for products like Chase Sapphire banking and J.P. Morgan Private Client 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
• Strong knowledge of banking products including checking, savings, loans, and investment options
• Ability to build and maintain long-term client relationships in a high-net-worth market like Silicon Valley
• Proficiency in financial regulations and compliance standards such as AML and KYC
• Excellent communication skills with the ability to handle sensitive client information
• Availability to work flexible hours including weekends in a branch setting

Preferred Qualifications

• Experience working with affluent clients or in wealth management
• Bilingual skills, particularly in Spanish or Mandarin, to serve diverse Silicon Valley communities
• Certification such as Certified Financial Planner (CFP) or Series 6/7 licenses
• Familiarity with digital banking tools and CRM systems used at JP Morgan Chase
• Proven track record in sales and cross-selling financial products

Required Skills

• Client relationship management
• Sales and consultative selling
• Financial product knowledge
• Regulatory compliance (AML, KYC)
• Customer service excellence
• Active listening and empathy
• Problem-solving and conflict resolution
• Digital literacy (banking apps, CRM software)
• Time management and organization
• Team collaboration
• Analytical thinking for financial assessments
• Adaptability to market changes
• Professional communication (verbal and written)
• Attention to detail in documentation
• Hospitality-oriented mindset

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 Portola Valley location
• Access to exclusive J.P. Morgan employee perks, such as discounted financial advisory services

JP Morgan Chase is an equal opportunity employer.