Client Experience Banker & Tech Advisor

JPMorgan Chase; Oakland (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

JPMorgan Chase in Oakland, CA is seeking a Branch Client Service Associate to greet clients, manage lobby flow with a tablet, check them into the waiting queue, and schedule meetings with care.

You will support account servicing, open new accounts, educate customers on Chase Mobile App and online tools, and collaborate with teammates to help customers meet their financial goals while ensuring compliance.

Qualifications

• Experience in client service or related roles.
• Ability to deliver attentive, friendly service and create a welcoming environment.
• Ability to learn products, services, and procedures quickly.

Responsibilities

• Greet clients and manage lobby flow using a tablet, check them into the waiting queue, and schedule meetings.
• Provide account servicing and maintenance; open new accounts in compliance with bank policies.
• Educate clients on day-to-day banking and technology self-service options (mobile app, Chase.com, ATMs).
• Build relationships through attentive listening and collaboration with branch team to help clients reach financial goals.
• Perform branch operations while adhering to bank policies and procedures.

Skills

Client service

Communication

Problem solving

Education

High school diploma or GED

Job description

JPMorgan Chase in Oakland, CA is seeking a Branch Client Service Associate to greet clients, manage lobby flow with a tablet, check them into the waiting queue, and schedule meetings with care.

You will support account servicing, open new accounts, educate customers on Chase Mobile App and online tools, and collaborate with teammates to help customers meet their financial goals while ensuring compliance.