Client-First Banker: Tech-Savvy Relationship Builder

JPMorganChase; Sunnyvale (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in Sunnyvale seeks an Associate Banker to welcome clients, deliver attentive service, and drive the branch's success. You will build trusted relationships, share product knowledge, and help clients achieve their financial goals using the latest banking solutions.

The role emphasizes customer-first service, collaboration with the team, and adherence to regulatory requirements. Strong communication and tech-savvy with mobile apps are valued traits.

Qualifications

• Client service experience or comparable experience.
• Ability to put clients first and exceed their expectations.
• Ability to build trusted relationships with clients.
• Ability to engage clients through clear, polite communication.
• Ability to quickly learn products, services, and procedures.
• High school diploma or GED equivalent.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
• Provide account servicing, maintenance, and open new accounts while following policies and regulatory requirements.
• Educate clients on day-to-day banking using Chase Mobile App, Chase.com, and ATMs.
• Build meaningful client relationships by listening, asking questions, and sharing product knowledge with team members.
• Perform branch operations and handle cash devices while adhering to bank policies.

Skills

Customer service

Relationship building

Communication skills

Problem solving

Teamwork

Tech-savvy with mobile apps

Education

High school diploma or GED

Tools

Chase Mobile App

Chase.com

Job description

JPMorganChase in Sunnyvale seeks an Associate Banker to welcome clients, deliver attentive service, and drive the branch's success. You will build trusted relationships, share product knowledge, and help clients achieve their financial goals using the latest banking solutions.

The role emphasizes customer-first service, collaboration with the team, and adherence to regulatory requirements. Strong communication and tech-savvy with mobile apps are valued traits.