Client-First Banking Associate — Tech-Savvy & Trusted

JPMorganChase; Westlake Village (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

JPMorganChase in United States (CA Westlake Village area) seeks a customer service-oriented branch team member to greet clients, open new accounts, and assist with daily banking transactions. You will use Chase mobile/online tools to support customers and collaborate with colleagues to meet financial goals.

The role emphasizes empathetic listening, proactive problem resolution, and adherence to banking policies while delivering a seamless, welcoming customer experience.

Qualifications

• Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
• Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
• Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
• Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
• Ability to quickly and accurately learn products, services, and procedures.
• Client service experience or comparable experience.
• High school diploma or GED equivalent.

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

Relationship building

Communication

Problem resolution

Team collaboration

Product knowledge

Education

High school diploma or GED

Job description

JPMorganChase in United States (CA Westlake Village area) seeks a customer service-oriented branch team member to greet clients, open new accounts, and assist with daily banking transactions. You will use Chase mobile/online tools to support customers and collaborate with colleagues to meet financial goals.

The role emphasizes empathetic listening, proactive problem resolution, and adherence to banking policies while delivering a seamless, welcoming customer experience.