Relationship Banker - Silicon Valley Market - Sunnyvale, CA

Location: Sunnyvale, CA, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker to join our Silicon Valley Market team in Sunnyvale, CA. As a Relationship Banker, you will play a pivotal role in delivering exceptional client experiences, embodying our commitment to hospitality and client care. In this dynamic role, you will serve as the primary point of contact for clients in the heart of the tech innovation hub, helping them navigate their financial journeys with personalized solutions from one of the world's leading financial institutions. Your focus will be on building lasting relationships, understanding unique client needs in a fast-evolving market, and recommending a full suite of JP Morgan Chase products including deposit accounts, lending options, and investment services tailored to the Silicon Valley lifestyle. Key to success in this position is your ability to combine deep knowledge of financial services with outstanding interpersonal skills. You will handle day-to-day banking transactions with precision and efficiency while identifying opportunities to deepen client engagement through cross-selling initiatives. Working closely with branch colleagues and specialists, you will ensure seamless service delivery, educate clients on innovative digital tools like the Chase Mobile app, and stay compliant with all regulatory standards. In the vibrant Sunnyvale community, you will also contribute to local outreach efforts, promoting financial literacy and JP Morgan Chase's role as a trusted partner in the region's economic growth. This role offers a rewarding opportunity to grow within a global powerhouse like JP Morgan Chase, where your contributions directly impact client satisfaction and business success. If you thrive in a client-centric environment and are passionate about the financial services industry, join us to make a meaningful difference in the lives of our clients.

Key Responsibilities

• Build and maintain long-term relationships with clients by understanding their financial needs and recommending tailored JP Morgan Chase products such as checking accounts, mortgages, and wealth management services
• Deliver exceptional client experiences in line with JP Morgan Chase's hospitality standards, ensuring every interaction is personalized and efficient
• Process transactions including deposits, withdrawals, and loan applications while adhering to regulatory compliance and risk management protocols
• Identify opportunities to deepen client relationships by cross-selling products like credit cards, investment advisory, and business banking solutions
• Educate clients on digital banking options, including the Chase Mobile app and online platforms, to enhance their financial wellness
• Collaborate with branch teams and specialists to resolve complex client inquiries and achieve sales goals
• Maintain accurate records in CRM systems and ensure all activities comply with federal banking regulations such as BSA/AML
• Participate in community outreach in the Silicon Valley market to promote JP Morgan Chase's brand and support local financial literacy initiatives
• Monitor market trends in the tech-heavy Sunnyvale area to provide relevant advice on investment and lending opportunities

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 insurance license requirements
• Strong understanding of banking products including deposits, loans, and investment services
• Ability to work flexible hours, including evenings and weekends, in a branch environment
• Proficiency in Microsoft Office Suite and core banking systems
• Clean background check and compliance with JP Morgan Chase's ethical standards

Preferred Qualifications

• Series 6 and 63 licenses or willingness to obtain
• Experience in sales and relationship management within the financial services industry
• Bilingual proficiency, particularly in Spanish or Mandarin, to serve diverse Silicon Valley clients
• Knowledge of digital banking tools and fintech trends
• Prior experience with JP Morgan Chase or a similar large financial institution

Required Skills

• Customer relationship management
• Sales and consultative selling
• Financial product knowledge
• Regulatory compliance (BSA/AML, FDIC)
• Active listening and empathy
• Problem-solving and decision-making
• Digital literacy (banking software, CRM tools)
• Communication (verbal and written)
• Time management and multitasking
• Team collaboration
• Risk assessment
• Data entry and record-keeping
• Adaptability to fast-paced environments
• Cultural sensitivity for diverse clients
• Basic financial analysis

Benefits

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

JP Morgan Chase is an equal opportunity employer.