Client-First Banker: Relationship Builder & Tech Savvy

JPMorganChase; San Mateo (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorganChase is seeking a customer service oriented role at a Chase branch in California. You will greet clients, manage lobby flow, and schedule meetings to ensure a warm, attentive experience.

You will also assist with account servicing, opening new accounts, and guiding customers through digital banking tools to meet their daily needs. In this role you will listen to client goals, ask thoughtful questions, and collaborate with teammates to deliver solutions that support financial outcomes.

Qualifications

• Ability to put clients first and exceed their expectations.
• Ability to build trusted relationships.
• Ability to engage clients with clear, polite communication.
• Ability to resolve client issues quickly with attention to detail.
• Ability to elevate the client experience through teamwork.
• Ability to learn products, services, and procedures quickly.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
• Exceed client expectations by servicing accounts, opening new accounts, and following policies and procedures.
• Educate clients on day‑to‑day banking and technology self‑service options like Chase Mobile App and Chase.com.
• Build relationships by listening, asking questions, and sharing product knowledge with the team.
• Perform branch operations, including cash handling equipment, in compliance with policies.

Skills

Client service

Relationship building

Communication

Empathy

Teamwork

Bilingual English Mandarin

Education

High school diploma or GED

Job description

JPMorganChase is seeking a customer service oriented role at a Chase branch in California. You will greet clients, manage lobby flow, and schedule meetings to ensure a warm, attentive experience.

You will also assist with account servicing, opening new accounts, and guiding customers through digital banking tools to meet their daily needs. In this role you will listen to client goals, ask thoughtful questions, and collaborate with teammates to deliver solutions that support financial outcomes.