JPMorganChase · 9 hours ago
Relationship Banker - Financial District Market - San Francisco, CA
San Francisco, CA
Full-time
Onsite
Entry Level
$25/hr - $32/hr
1+ years expJPMorganChase is a leading financial services firm dedicated to helping clients achieve their financial goals. As a Relationship Banker, you will build and maintain meaningful client relationships, providing tailored financial solutions and exceptional service to enhance their banking experience.
Asset ManagementBankingFinancial Services
Responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations
Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs
Adhere to policies, procedures, and regulatory banking requirements
Qualification
Required
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results
Ability to create memorable experiences for our clients – elevate the client experience
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs
Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training
High school degree, GED, or foreign equivalent
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided
Ability to work branch hours including weekends and some evenings
Preferred
College degree or military equivalent
Experience adhering to banking policies, procedures, and regulatory requirements
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
Company data provided by crunchbase