Client-Centric Banker & Tech-Savvy Advisor

JP Morgan Chase

Walnut (CA)

On-site

USD 52,000 - 68,000

Full time

4 days ago
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Job summary

JP Morgan Chase in Walnut Creek, CA is seeking an Associate Banker to deliver high-quality client experiences at the branch. You will greet clients, open accounts, educate on digital tools, and work with the team to meet financial goals.

You will help customers with everyday banking, use Chase Mobile App and online services, and comply with banking regulations while providing compassionate, attentive service.

Qualifications

  • Deliver attentive, friendly service that makes clients feel welcome.
  • Build trusted relationships with clients.
  • Engage clients with clear, polite communication to understand needs.
  • Resolve client issues quickly with attention to detail.
  • Elevate the client experience by teamwork and sincerity.
  • Learn products, services, and procedures quickly and accurately.
  • High school diploma or GED.

Responsibilities

  • Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
  • Provide account servicing and new account openings while complying with policies and regulations.
  • Educate clients on day-to-day banking and using Chase Mobile App, Chase.com, and ATMs.
  • Build relationships by listening, asking questions, and sharing product knowledge with the team.
  • Assist branch operations and cash devices while following bank policies.

Skills

Client relationship building
Communication skills
Detail-oriented
Teamwork
Tech-savvy
Bilingual English Mandarin

Education

High school diploma or GED

Job description

JP Morgan Chase in Walnut Creek, CA is seeking an Associate Banker to deliver high-quality client experiences at the branch. You will greet clients, open accounts, educate on digital tools, and work with the team to meet financial goals.

You will help customers with everyday banking, use Chase Mobile App and online services, and comply with banking regulations while providing compassionate, attentive service.

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