Client-Focused Banker: Service, Relationships & Tech Help

JPMorganChase; Costa Mesa (CA); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in Costa Mesa, CA is seeking a branch associate to greet clients, provide attentive service, open new accounts, and educate customers on digital tools like Chase Mobile App. The role focuses on building trusted relationships, handling day-to-day banking needs, and collaborating with the branch team to help clients meet their financial goals; English and Spanish skills are a plus.

Federal regulations apply; requires high school diploma or GED; the bank offers comprehensive benefits

Qualifications

• High school diploma or GED.
• Client service experience or comparable experience.
• Reading/speaking English; bilingual Spanish a plus.

Responsibilities

• Greet clients entering the branch and provide attentive, friendly service.
• Assist with account servicing, maintenance, and new accounts while following policies and regulations.
• Educate clients on day-to-day banking and digital self-service options (Chase Mobile App, Chase.com, ATMs).
• Build relationships by listening, asking questions, and sharing product knowledge with the team.
• Handle branch operations tasks such as cash devices and vault/ATM processes per bank policies.

Skills

Customer service

Relationship building

Communication

Problem solving

Team collaboration

Product knowledge

Learning ability

Bilingual English/Spanish

Education

High school diploma or GED

Job description

JPMorganChase in Costa Mesa, CA is seeking a branch associate to greet clients, provide attentive service, open new accounts, and educate customers on digital tools like Chase Mobile App. The role focuses on building trusted relationships, handling day-to-day banking needs, and collaborating with the branch team to help clients meet their financial goals; English and Spanish skills are a plus.

Federal regulations apply; requires high school diploma or GED; the bank offers comprehensive benefits