Client-First Banking Advisor

JP Morgan Chase; Charleston (SC); On-site; USD 32,000 - 52,000; Full time

Job summary

JPMorganChase in Charleston, SC seeks a customer-focused associate to deliver welcoming, proactive service to clients in-branch. You will greet clients, assist with accounts, and educate on digital banking tools, while upholding regulatory and bank policies.

You will collaborate with branch teammates to meet financial goals, handle routine transactions, and contribute to a seamless, trusted banking experience for our customers.

Qualifications

• Client-first mindset with a welcoming approach.
• Ability to build trusted relationships with clients.
• Strong communication to understand and help customers.
• Detail-oriented and able to resolve issues quickly.
• Teamwork to deliver seamless service.
• Quick learner of products, services, and procedures.
• Experience in client service or similar role.
• HS diploma or GED

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
• Exceed client expectations by servicing accounts and opening new accounts while complying with policies.
• Educate clients on day-to-day banking and digital self-service tools like Chase Mobile App and online banking.
• Build relationships by listening, asking questions, and partnering with branch team to achieve goals.
• Perform branch operations including cash devices while adhering to policy.

Skills

Client service

Relationship building

Communication

Team collaboration

Adaptability

Attention to detail

Quick learning

Education

High school diploma or GED

Job description

JPMorganChase in Charleston, SC seeks a customer-focused associate to deliver welcoming, proactive service to clients in-branch. You will greet clients, assist with accounts, and educate on digital banking tools, while upholding regulatory and bank policies.

You will collaborate with branch teammates to meet financial goals, handle routine transactions, and contribute to a seamless, trusted banking experience for our customers.