Client Banking Advisor — Elevate Customer Experience

JPMorganChase; San Leandro (CA); On-site; USD 52,000 - 75,000; Full time

Job summary

JPMorganChase in San Leandro seeks an Associate Banker to welcome clients, provide attentive service, and support branch operations. You will learn products quickly and guide clients to the right banking solutions, contributing to a positive client experience.

The role emphasizes building trusted relationships, educating customers about digital channels, and collaborating with specialists to help clients achieve financial goals in a fast-paced environment.

Qualifications

• Experience delivering attentive, friendly service to clients.
• Ability to build trusted relationships and understand client needs.
• Clear communication and willingness to help and educate clients.
• Ability to learn products, services, and banking procedures quickly.

Responsibilities

• Create a welcoming environment for clients and manage lobby traffic.
• Assist with day-to-day transactions and open new accounts while following policies.
• Educate clients on digital tools (Chase Mobile App, Chase.com, ATMs) to meet needs.
• Build relationships by listening, asking questions, and connecting clients to team of experts.
• Perform branch operations including cash devices, while following bank policies.

Skills

Customer service

Relationship building

Communication

Technology literacy

Teamwork

Education

High School Diploma or GED

Job description

JPMorganChase in San Leandro seeks an Associate Banker to welcome clients, provide attentive service, and support branch operations. You will learn products quickly and guide clients to the right banking solutions, contributing to a positive client experience.

The role emphasizes building trusted relationships, educating customers about digital channels, and collaborating with specialists to help clients achieve financial goals in a fast-paced environment.