Relationship Banker - Simi Valley Market - Camarillo, CA and Surrounding Areas

Location: Camarillo, CA, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker to join our dynamic team in the Simi Valley Market, serving clients in Camarillo, CA, and surrounding areas. As a Relationship Banker, you will be at the forefront of delivering our commitment to hospitality and unparalleled client care, helping individuals and businesses achieve their financial goals through personalized banking solutions. In this role, you will embody the Chase brand by building lasting relationships, providing expert advice on a wide range of products including checking and savings accounts, mortgages, credit cards, and investment options, all while ensuring every interaction is seamless and supportive. Your ability to listen actively and tailor recommendations will drive client loyalty and contribute to the growth of our branch network in this vibrant Southern California community. Key to success in this position is your passion for financial services and your skill in navigating the complexities of the banking industry. You will handle day-to-day client transactions with precision, promote innovative digital tools like the Chase Mobile app to enhance accessibility, and identify opportunities to deepen client relationships through cross-selling. Compliance with federal regulations, such as those from the FDIC and OCC, is paramount, and you will collaborate with your team to meet sales targets while maintaining the highest standards of integrity. Whether assisting a first-time homebuyer or advising a small business owner on cash flow management, your role will directly impact the financial well-being of our clients in the Camarillo area. JPMorgan Chase offers a supportive environment with robust training programs to help you thrive in this fast-paced role. We value diversity and inclusion, encouraging you to bring your unique perspective to foster an inclusive branch culture. With opportunities for career advancement within one of the world's leading financial institutions, this position is ideal for motivated professionals eager to make a meaningful difference. Join us in redefining banking excellence and empowering clients to pursue their dreams with confidence.

Key Responsibilities

• Engage clients in the Simi Valley Market and surrounding areas to understand their financial needs and recommend appropriate JPMorgan Chase products and services
• Open and maintain client accounts, including deposits, loans, and investment products, ensuring compliance with regulatory standards
• Deliver exceptional hospitality by providing personalized advice and resolving inquiries promptly to enhance client satisfaction
• Promote digital banking solutions, such as Chase Mobile app and online platforms, to improve client accessibility
• Identify cross-selling opportunities for wealth management, credit cards, and mortgages while adhering to ethical sales practices
• Process transactions accurately, including deposits, withdrawals, and wire transfers, while safeguarding client information
• Collaborate with branch teams in Camarillo, CA, to achieve sales goals and support community financial education initiatives
• Monitor client portfolios for opportunities to deepen relationships and mitigate risks
• Ensure all interactions comply with federal and state banking regulations, including anti-money laundering (AML) protocols
• Participate in ongoing training to stay updated on JPMorgan Chase's evolving financial offerings and industry trends

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 1-2 years of customer service experience in a retail or financial services environment
• Strong knowledge of banking products and services, including checking, savings, loans, and credit cards
• Ability to obtain and maintain necessary state banking licenses and certifications
• Proficiency in Microsoft Office Suite and core banking software systems
• Excellent communication skills with the ability to build rapport with diverse clients
• Availability to work flexible hours, including evenings and weekends, in the Cami Valley Market area

Preferred Qualifications

• Prior experience as a banker or teller in a major financial institution
• Bilingual proficiency in English and Spanish to serve the diverse Camarillo community
• Sales experience in financial products with a proven track record of meeting targets
• Familiarity with JPMorgan Chase's digital banking platforms and mobile apps
• Certification in financial planning or customer relationship management (e.g., CFP or CRM)

Required Skills

• Customer relationship management
• Financial product knowledge
• Sales and negotiation techniques
• Regulatory compliance awareness
• Digital banking proficiency
• Active listening and empathy
• Problem-solving and conflict resolution
• Time management and multitasking
• Data entry accuracy
• Team collaboration
• Risk assessment
• Presentation and communication
• Analytical thinking
• Adaptability to client needs
• Ethical decision-making

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced degrees
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym memberships, mental health support, and financial wellness coaching
• Performance-based bonuses and incentives tied to client satisfaction and sales goals
• Access to exclusive employee perks, such as travel discounts and cultural event tickets

JP Morgan Chase is an equal opportunity employer.