Client-Centric Banker: Tech-Savvy Financial Guidance

JPMorganChase; San Luis Obispo (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

JPMorganChase is seeking an Associate Banker in California to deliver exceptional client experiences, open new accounts, and guide customers through digital banking tools. You will greet clients, manage lobby flow, and collaborate with teammates to meet financial goals.

The role emphasizes listening, empathy, and product knowledge, with responsibilities spanning daily banking needs, account maintenance, and compliance with banking policies.

Qualifications

• Client service experience or comparable experience.
• Ability to put clients first and exceed their expectations.
• Ability to engage clients and communicate clearly.
• Ability to quickly and accurately learn products, services, and procedures.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow using a tablet and queue system.
• Exceed client expectations by servicing accounts and opening new accounts in compliance with policies.
• Educate clients on day-to-day banking and technology self-service options like Chase Mobile App, Chase.com, and ATMs.
• Build relationships by listening, asking questions, and partnering with branch teammates to meet financial goals.
• Perform branch operations, including cash devices, while following bank procedures.

Skills

Client service orientation

Relationship building

Effective communication

Problem solving

Teamwork

Product knowledge

Education

High school diploma or GED

Job description

JPMorganChase is seeking an Associate Banker in California to deliver exceptional client experiences, open new accounts, and guide customers through digital banking tools. You will greet clients, manage lobby flow, and collaborate with teammates to meet financial goals.

The role emphasizes listening, empathy, and product knowledge, with responsibilities spanning daily banking needs, account maintenance, and compliance with banking policies.