Client-Focused Banking Associate — Service & Tech Solutions

JPMorgan Chase & Co.; San Marcos (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

JPMorgan Chase & Co. in San Marcos, CA is seeking an Associate Banker to deliver welcoming service, open accounts, and explain banking solutions using Chase digital tools. You will help clients achieve financial goals while upholding the firm's brand and regulatory requirements.

The role emphasizes attentive client conversations, teamwork with branch staff, and accurate handling of transactions, with commitment to diversity and inclusion and a strong focus on compliance.

Qualifications

• Client-service experience or related roles.
• Ability to learn banking products and digital tools.
• Strong communication and interpersonal skills.
• High school diploma or GED equivalent.

Responsibilities

• Greet clients and create a welcoming lobby environment.
• Open new accounts and service existing ones in compliance with policies.
• Educate clients on Chase Mobile App and online banking.
• Build relationships and coordinate with branch team to meet goals.
• Perform branch operations, including cash handling and ATM duties.

Skills

Client service

Relationship building

Communication skills

Problem solving

Teamwork

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in San Marcos, CA is seeking an Associate Banker to deliver welcoming service, open accounts, and explain banking solutions using Chase digital tools. You will help clients achieve financial goals while upholding the firm's brand and regulatory requirements.

The role emphasizes attentive client conversations, teamwork with branch staff, and accurate handling of transactions, with commitment to diversity and inclusion and a strong focus on compliance.