Private Client Banker - Palo Alto Market - San Mateo, CA
San Mateo, California, United States · On-site
$25/hr–$32/hr
Entry level$1.6B raised
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment t…
Company Description Organizations everywhere struggle under the crushing costs and complexities of “solutions” that promise to simplify their lives. To create a better experience for their customers and employees. To hel…
At Your Service Center Associate, Hillsdale - Part Time
San Mateo, California, United States · On-site
$18/hr–$22/hr
Entry level
Be part of an amazing story Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores an…
Skills: Customer Service, Multitasking, Problem Solving, Attention To Detail, Cashiering
About Us: Fireworks is the platform for specialized intelligence, enabling companies to build, train, and serve AI models tailored to their own data, workflows, and products. Founded by the team behind PyTorch and backed…
Skydio is the leading US drone company and the world leader in autonomous flight, the key technology for the future of drones and aerial mobility. The Skydio team combines deep expertise in artificial intelligence, best-…
Skills: IT Support, Hardware Diagnostics, System Provisioning, Okta Administration, JumpCloud
Interim Beauty Stylist - Hillsdale Shopping Center
San Mateo, California, United States · On-site
$28/hr–$29/hr
Entry level$969M raised
Job Description The ideal Beauty Stylist drives beauty sales across all brands by maximizing demonstration and artistry techniques. The primary focus is to sell the customer what is right for them. They are passionate ab…
Skills: Sales, Artistry techniques, Customer service, Product knowledge, Communication
Job Description In the Nordstrom Beauty Department, we strive to make our customers feel their best. As a member of the Beauty community, you'll create personalized beauty experiences for customers and be part of a passi…
Job ID: 292283 Store Name/Number: CA-Hillsdale (0028) Address:60 - 31st Ave, Space #1016, San Mateo, CA 94403, United States (US) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time:Full Time Position Type: Regular …
Certified Great Place to Work 8 Years in a row! Busser: At this location, earn $18.60 / hour plus tips! We are looking for Enthusiastic, Motivated, Team-Oriented Busser’s that want to join a company that has a Cult…
Job ID: 292283 Store Name/Number: CA-Hillsdale (0028) Address:60 - 31st Ave, Space #1016, San Mateo, CA 94403, United States (US) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time:Full Time Position Type: Regular …
Retail Sales - Lingerie - Hillsdale Shopping Center
San Mateo, California, United States · On-site
Entry level$969M raised
Job Description The ideal Lingerie Salesperson is passionate about fashion, fit and styling, understanding how these elements enhance customer confidence and comfort. They excel in building a loyal customer base through …
Skills: Bra Fitting, Customer Relationship Management, Sales, Styling, Communication
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Customer Service, Cash Handling, Inventory Management, Retail Sales, Communication
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Leadership, Supervision, Inventory Management, Financial Management, Customer Service
Dompé is an Italian bio-pharmaceutical company that focuses on innovation, where a long tradition in the field of personal wellness goes hand-in-hand with a commitment to research and development to meet unsatisfied ther…
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Prescription Fulfillment, Customer Service, Inventory Management, Patient Care, Medical Terminology
Retail Fulfillment Associate, Hillsdale - Part Time
San Mateo, California, United States · On-site
$18/hr–$22/hr
Entry level
Be part of an amazing story Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores an…
Skills: Order Fulfillment, Customer Service, Inventory Management, Omni-channel Retail, Hospitality
Grainger
Field Account Representative
San Mateo, California, United States · Hybrid
$60k–$89k/yr
Entry level
Work Location Type: Hybrid Req Number 332939 About Grainger W.W. Grainger, Inc. is a leading broad line distributor with operations primarily in North America and Japan. At Grainger, We Keep the World Working® by serving…
Skills: B2B Sales, Account Management, Territory Planning, CRM, Relationship Building
Michaels Stores
Framer
San Mateo, California, United States · On-site
$19/hr–$22/hr
Entry level
Store - BAY-SAN MATEO, CA Build customer relationships while creating a memorable framing solution for their art. Help customers shop our store and be able to find what they’re looking for. Provide a safe, clean and clut…
Store - BAY-SAN MATEO, CA Plan, coordinate, and facilitate events (including kids birthday parties) within a Michaels store to provide a stress-free, fun, and engaging experience for guests. Deliver friendly customer ser…
Skills: Event Coordination, Customer Service, Childcare, Face Painting, Instructional Skills
Private Client Banker - Palo Alto Market - San Mateo, CA
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$25/hr–$32/hr
Full-time
high school, bachelor degree
Comprehensive health care coverage, On-site health and wellness centers, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support
Posted 14d ago
Apply by Aug 12
~40 hrs/week
Responsibilities
The Private Client Banker serves as the primary point of contact for affluent clients, managing their complete banking relationships and proactively generating growth. They also partner with internal specialists to provide tailored financial advice and ensure all regulatory and compliance requirements are met.
Requirements
Candidates must have at least one year of branch banking or equivalent financial services experience with a proven track record in client acquisition. The role requires obtaining necessary FINRA and state licenses within 180 days and adherence to Dodd-Frank and SAFE Act regulations.
Full job description
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Related keywords
Private Client BankerBranch BankingFinancial ServicesClient AcquisitionRelationship ManagementSIE ExamFINRA Series 6FINRA Series 7Dodd Frank ActTruth in Lending ActNMLSSAFE ActFederal Deposit Insurance ActInvestment AdviceMortgage BankersBusiness Relationship Managers
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.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
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How many Customer Service & Support jobs are open in San Mateo, CA right now?
There are currently 297 open customer service & support positions in San Mateo, CA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in San Mateo, CA?
Companies currently hiring include Freshworks, CVS Health, Macy's, Albertsons Companies, Equinox, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in San Mateo, CA?
Yes — 24 of the 297 open customer service & support positions offer remote or hybrid work (5 remote, 19 hybrid).
How do I apply for Customer Service & Support jobs in San Mateo, CA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.