Relationship Banker - South San Jose Market - San Jose, CA

Location: San Jose, CA, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are committed to fostering strong client relationships and delivering unparalleled financial services in dynamic markets like South San Jose. As a Relationship Banker in our San Jose, CA branch, you will serve as the face of the bank, providing personalized banking solutions to a diverse clientele. Your role will involve embodying our core values of hospitality and client care, helping individuals and small businesses achieve their financial goals through our comprehensive suite of products, including deposit accounts, lending options, and investment advice. In this position, you will thrive in a collaborative team environment, leveraging JPMorgan Chase's industry-leading resources to build trust and loyalty among clients in the vibrant South San Jose community. Key to success in this role is your ability to engage clients proactively, uncover their unique needs, and recommend tailored solutions from JPMorgan Chase's portfolio. You will handle day-to-day transactions with precision while identifying opportunities to deepen relationships through cross-selling initiatives, such as introducing clients to our digital banking platforms or wealth management services. Compliance and security are paramount; you will ensure all interactions adhere to federal regulations and JPMorgan Chase's high standards of integrity. This position offers the chance to contribute to the bank's growth in a key California market, where innovation meets traditional banking excellence. We value professionals who are passionate about client success and eager to grow within a global financial leader. As a Relationship Banker, you will receive ongoing training, access to cutting-edge tools, and opportunities for career advancement at JPMorgan Chase. Join us in making a meaningful impact on the financial well-being of South San Jose residents while advancing your own professional journey in the financial services industry.

Key Responsibilities

• Engage with clients to understand their financial needs and recommend appropriate JPMorgan Chase banking solutions, including checking, savings, loans, and investment products
• Build and maintain long-term relationships with clients in the South San Jose market to drive customer loyalty and retention
• Process transactions accurately and efficiently, such as deposits, withdrawals, and account openings, while adhering to JPMorgan Chase's security and compliance standards
• Identify opportunities for cross-selling JPMorgan Chase products, such as credit cards, mortgages, and wealth management services
• Provide exceptional hospitality and client care, resolving inquiries and issues promptly to ensure a positive experience
• Collaborate with branch team members and specialists to deliver comprehensive financial advice and support
• Monitor market trends in South San Jose to tailor services to local client demographics and needs
• Maintain accurate records of client interactions and ensure all activities comply with federal and state banking regulations
• Participate in community outreach and networking events to promote JPMorgan Chase's brand in the San Jose area

Required Qualifications

• High school diploma or equivalent required; bachelor's degree preferred
• At least 2 years of customer service experience in a retail or financial services environment
• Strong understanding of banking products and services
• Ability to work flexible hours, including weekends and evenings
• Valid driver's license and reliable transportation
• Proficiency in basic computer skills and financial software
• Compliance with all regulatory requirements, including background checks

Preferred Qualifications

• Prior experience in sales or relationship management within the financial sector
• Bilingual proficiency in English and Spanish, given the diverse South San Jose market
• Knowledge of JPMorgan Chase's digital banking platforms
• Experience with client relationship management tools like CRM systems
• Certification in financial services, such as Series 6 or 7 licenses

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Attention to detail
• Problem-solving abilities
• Communication skills (verbal and written)
• Time management and organization
• Team collaboration
• Regulatory compliance awareness
• Digital literacy (e.g., online banking tools)
• Cultural sensitivity for diverse client base
• Analytical thinking for client needs assessment
• Adaptability to fast-paced environments
• Basic math and financial calculation skills
• Conflict resolution

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Tuition reimbursement for professional development and education
• Employee stock purchase plan and performance-based bonuses
• Wellness programs, including gym memberships and mental health support
• Parental leave and family benefits for work-life balance
• Access to JPMorgan Chase's global career development resources and internal mobility opportunities

JP Morgan Chase is an equal opportunity employer.