Relationship Banker - San Bruno Branch - San Bruno, CA
San Bruno, California, United States · On-site
$25/hr–$32/hr
Entry level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
San Francisco, California, United States · On-site
$30/hr–$35/hr
Entry level$93M raised
Founded in 1993 by Stuart Shiff, DivcoWest, a DivCore Capital company, is a vertically integrated, real estate investment firm headquartered in San Francisco, with offices in Cambridge, Los Angeles, Menlo Park, Washingto…
Skills: Calendar Management, Travel Coordination, Expense Reporting, Microsoft Office Suite, Google Workspace
Are you a service professional with extensive behind the scene knowledge of ACH, electronic regulations and all things electronic? We would like to welcome an Electronic Services Representative I responsible for providin…
Every day, tens of millions of people come to Roblox to explore, create, play, learn, and connect with friends in 3D immersive digital experiences– all created by our global community of developers and creators. At Roblo…
San Francisco, California, United States · On-site
$161k–$210k/yr
Senior$67M raised
Senior Software Engineer Dealpath is the AI-powered operating system for institutional real estate investing — purpose-built to help the world's leading firms capture more opportunities, make faster decisions, and execut…
Skills: Full Stack Engineering, AI-Assisted Development, Ruby, Flask, Node
About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the l…
Skills: Accounts Payable, Journal Entries, Bank Reconciliation, Microsoft Office, Excel
South Lake Tahoe, California, United States · On-site
Entry level$11B raised
Team members are responsible for dropping and counting the money that is pulled off the casino floor and from other revenue sources. Drops, counts, sorts and organizes all money, chips, coupons and other items in the dro…
Skills: Cash Handling, Counting, Data Entry, Financial Reconciliation, Record Keeping
About Point ✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life…
Skills: Default Management, Loss Mitigation, Foreclosure Navigation, Title Report Interpretation, Subservicer Oversight
About Point ✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life…
Skills: Default Management, Loss Mitigation, Foreclosure Navigation, Title Report Interpretation, Subservicer Oversight
Associate Manager, Business Analytics and Insights
Irvine, California, United States · Hybrid
$109k–$125k/yr
Senior
Who is Taco Bell? Taco Bell was born and raised in California and has been around since 1962. We went from selling everyone’s favorite Crunchy Tacos on the West Coast to a global brand with 8,500+ restaurants, 350 franch…
Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill…
General Description: The Senior Payroll Specialist ensures prompt and precise payroll processing for employees, undertaking complex tasks such as accurate deduction and tax calculations to ensure timely and accurate empl…
#LI-DZ1 #LI-Hybrid CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and te…
Skills: Public Accounting, Supervisory Experience, Deadline Management, Prioritization, Technology Proficiency
GENERAL SUMMARY: Under direct supervision of the Supv, MCC Support and/or the MCC Team Manager, this position is responsible for performing duties related to service and sales production, acts as a financial advisor; and…
Essential Job Duties: May coordinate maintenance programs relating to the interior and exterior conditions and appearance of the assigned property Responsible for prompt and positive response to requests from property te…
Business Manager (Affordable) - Trails at Carmel Mountain | San Diego, CA Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of…
Orange County, California, United States · On-site
$28/hr–$31/hr
Mid level
We are seeking an experienced Lien Negotiator to join our rapidly growing plaintiff-side law firm at our Santa Ana headquarters. This position is ideal for a motivated professional with strong negotiation experience, a s…
Skills: Lien Negotiation, Medical Billing, CasePeer, Microsoft Excel, Microsoft Word
Personal Financial Associate / Advocate GENERAL SUMMARY: Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting membe…
The Vehicle Payables Clerk submits, reconciles and issues payment for all Service Contracts, Gap Contracts, Dealer Reserve, Flooring and all other vehicle payables. At Mossy Auto Group our employees are our most valuable…
C3 AI (NYSE: AI), is the Enterprise AI application software company. C3 AI delivers a family of fully integrated products including the C3 Agentic AI Platform, an end-to-end platform for developing, deploying, and operat…
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
~40 hrs/week
Responsibilities
The Relationship Banker is responsible for acquiring and managing client relationships by providing tailored financial solutions and attentive service. They educate clients on digital banking tools and ensure all activities adhere to regulatory banking requirements.
Requirements
Candidates must have at least one year of sales experience in retail banking or financial services and a high school diploma or GED. Required certifications include the SIE exam, FINRA Series 6, state registration, and Life licenses, or the ability to obtain them within 180 days.
Full job description
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job 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.
Required qualifications, capabilities, and skills
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 qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
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
Retail BankingFinancial ServicesSIE ExamFINRA Series 6Life LicensesNMLSSAFE ActDodd FrankTruth in Lending ActCustomer ExperienceRelationship ManagementComplianceRisk ParametersChase Mobile AppFinancial Consulting
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
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development
How much do Finance & Accounting jobs in California pay?
Based on 9424 listings with disclosed salaries, most finance & accounting jobs in California pay between $79k–$212k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in California right now?
There are currently 16,246 open finance & accounting positions in California listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in California?
Companies currently hiring include Bank of America, JPMorganChase, Wells Fargo, U.S. Bank, Confie, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in California?
Yes — 5764 of the 16246 open finance & accounting positions offer remote or hybrid work (1589 remote, 4175 hybrid).
How do I apply for Finance & Accounting jobs in California?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.