Client-Centric Banking Advisor

JPMorgan Chase & Co.; Town of Newburgh (NY); On-site; USD 42,000 - 68,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an Associate Banker to welcome clients, open accounts, and guide them to digital banking tools. You will represent the brand with hospitality while ensuring compliance with banking policies and daily service excellence.

You will partner with team members to build trusted relationships, educate clients on technology solutions, and help achieve their financial goals through product knowledge and personalized service.

Qualifications

• Client-first approach with hospitality and attentiveness.
• Ability to quickly learn products, services, and procedures.
• Reading and speaking English and Spanish is required for this role.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow using a tablet.
• Open new accounts and provide account servicing while adhering to policies and regulatory requirements.
• Educate clients on day-to-day banking and technology self-service options (Chase Mobile App, Chase.com, ATMs).
• Build trusted relationships by listening, asking questions, and cross-collaborating with branch team members.

Skills

Client service

Bilingual EN/ES

Relationship building

Problem solving

Effective communication

Product knowledge

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in New York seeks an Associate Banker to welcome clients, open accounts, and guide them to digital banking tools. You will represent the brand with hospitality while ensuring compliance with banking policies and daily service excellence.

You will partner with team members to build trusted relationships, educate clients on technology solutions, and help achieve their financial goals through product knowledge and personalized service.