Client Experience Banker — Build Relationships & Help Clients

JP Morgan Chase; Village of Wappingers Falls (NY); On-site; USD 36,000 - 48,000; Full time

Job summary

JP Morgan Chase in New York seeks a branch associate to deliver warm, attentive service to clients. You will greet visitors, manage lobby flow with a tablet, check them into the waiting queue, and schedule or cancel meetings while upholding bank policies.

You will assist with everyday banking, open new accounts, process servicing requests, and guide customers to digital tools such as the Chase Mobile App, Chase.com, and ATMs.

Qualifications

• Client service experience or comparable experience.
• Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
• Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
• Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.

Responsibilities

• Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
• Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
• Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
• Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – partnering with other branch team members to help achieve their financial goals.
• Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.

Skills

Customer service

Relationship building

Effective communication

Problem solving

Teamwork

Adaptability

Learning quickly

Education

High school diploma or GED

Job description

JP Morgan Chase in New York seeks a branch associate to deliver warm, attentive service to clients. You will greet visitors, manage lobby flow with a tablet, check them into the waiting queue, and schedule or cancel meetings while upholding bank policies.

You will assist with everyday banking, open new accounts, process servicing requests, and guide customers to digital tools such as the Chase Mobile App, Chase.com, and ATMs.