Client Banking Advisor

JPMorganChase; Lakeport (CA); On-site; USD 36,000 - 52,000; Full time

Job summary

JPMorganChase is seeking a branch associate to welcome clients, assist with accounts, and guide them through digital banking tools. The role emphasizes attentive service, accurate handling of transactions, and collaboration with the branch team to meet financial goals.

The position requires a high school diploma or GED, prior client service experience is helpful, and a strong commitment to compliance and customer care will be essential in this on-site role at our California branch.

Qualifications

• Client service experience or comparable experience.
• Ability to deliver attentive and friendly service to clients.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow.
• Provide account servicing and maintenance, and assist with opening new accounts.
• Educate clients on day-to-day transactions and digital banking options.
• Build relationships by listening, asking questions, and sharing product knowledge.
• Handle branch operations and cash activities in line with bank policies.

Skills

Customer service

Cash handling

Teamwork

Communication

Education

High school diploma or GED

Job description

JPMorganChase is seeking a branch associate to welcome clients, assist with accounts, and guide them through digital banking tools. The role emphasizes attentive service, accurate handling of transactions, and collaboration with the branch team to meet financial goals.

The position requires a high school diploma or GED, prior client service experience is helpful, and a strong commitment to compliance and customer care will be essential in this on-site role at our California branch.