Client Experience Banker

JPMorgan Chase

Newport Beach (CA)

On-site

USD 45,000 - 65,000

Full time

5 days ago
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Job summary

JPMorgan Chase is seeking an Associate Banker in Newport Beach to deliver outstanding client experiences, open accounts, and assist clients with everyday banking needs. You will leverage technology tools to educate clients and promote digital solutions while maintaining compliance and service excellence.

The role emphasizes welcoming service, teamwork, and a proactive approach to helping clients achieve their financial goals in a busy branch environment.

Qualifications

  • Customer service experience preferred.
  • Ability to build trusted relationships with clients.
  • Clear, courteous communication with clients and teammates.
  • Attention to detail in processing transactions and data.
  • Works well in a collaborative team environment.
  • Able to resolve client issues with poise and accuracy.
  • Comfort with banking technology and self-service tools.

Responsibilities

  • Create a welcoming environment and greet clients entering the branch.
  • Open new accounts and provide account servicing while complying with policies and regulations.
  • Educate clients on day-to-day banking and technology options (mobile app, online banking).
  • Build relationships through active listening, empathy, and product knowledge.
  • Handle branch operations and cash devices following bank procedures.

Skills

Client service
Relationship building
Communication
Attention to detail
Team collaboration
Problem solving
Tech proficiency

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking an Associate Banker in Newport Beach to deliver outstanding client experiences, open accounts, and assist clients with everyday banking needs. You will leverage technology tools to educate clients and promote digital solutions while maintaining compliance and service excellence.

The role emphasizes welcoming service, teamwork, and a proactive approach to helping clients achieve their financial goals in a busy branch environment.

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