Client-First Banker & Financial Solutions Guide

J.P. Morgan; New York (NY); On-site; USD 42,000 - 70,000; Full time

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

Chase is seeking an Associate Banker to represent our brand and culture with hospitality, using the latest banking solutions and fintech to deliver exceptional client experiences. You will build trusted relationships, share product knowledge, and help clients achieve their financial goals.

You will greet clients, assist with accounts, and educate on digital tools like Chase Mobile App and Chase.com, while adhering to policies and procedures.

Qualifications

• Client service experience or comparable experience.
• High school diploma or GED equivalent.
• Reading and speaking English and Mandarin is required for this role.

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 experience

Bilingual English and Mandarin

Strong communication skills

Team player

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to represent our brand and culture with hospitality, using the latest banking solutions and fintech to deliver exceptional client experiences. You will build trusted relationships, share product knowledge, and help clients achieve their financial goals.

You will greet clients, assist with accounts, and educate on digital tools like Chase Mobile App and Chase.com, while adhering to policies and procedures.