Client-First Banker: Build Relationships & Solutions

JPMorganChase

Richmond (CA)

On-site

USD 45,000 - 65,000

Full time

3 days ago
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Benefits offered by this job

Health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorganChase is seeking an Associate Banker in California to welcome clients, open accounts, and help them meet their financial goals using Chase Mobile, Chase.com, and ATMs. You will build trusted relationships and partner with branch teams to deliver outstanding service.

The role emphasizes empathy, clear communication, and the ability to handle day-to-day banking needs while complying with regulations and bank policies. Join a team focused on client satisfaction and financial growth.

Qualifications

  • Client service experience or comparable experience.
  • Ability to quickly and effectively learn products, services, and procedures.
  • Strong communication and empathy in client interactions.
  • Ability to work collaboratively with branch team to deliver seamless service.

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

Client service
Clear communication
Team collaboration
Detail-oriented
Digital banking tools
Product learning ability

Education

High school diploma or GED equivalent

Job description

JPMorganChase is seeking an Associate Banker in California to welcome clients, open accounts, and help them meet their financial goals using Chase Mobile, Chase.com, and ATMs. You will build trusted relationships and partner with branch teams to deliver outstanding service.

The role emphasizes empathy, clear communication, and the ability to handle day-to-day banking needs while complying with regulations and bank policies. Join a team focused on client satisfaction and financial growth.

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