Part-Time Associate Banker — Customer-First & Tech-Savvy

JPMorgan Chase & Co.; Walnut Creek (CA); On-site; USD 28,000 - 39,000; Part time

Job summary

JPMorgan Chase & Co. in Walnut Creek, CA is seeking a Part Time Associate Banker (20 hours) to deliver exceptional client experiences, greet clients, open accounts, and guide them through digital channels.

You will work to understand client needs and provide banking solutions while upholding regulatory requirements. The role emphasizes a welcoming branch environment, proactive service, and collaboration with the team to achieve financial goals for clients.

Qualifications

• Ability to put clients first and exceed their expectations – delivering attentive and friendly service.
• 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.

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-first service

Relationship building

Client engagement

Issue resolution

Elevate client experience

Product knowledge

Client service experience

Education

High school diploma or GED equivalent

Job description

JPMorgan Chase & Co. in Walnut Creek, CA is seeking a Part Time Associate Banker (20 hours) to deliver exceptional client experiences, greet clients, open accounts, and guide them through digital channels.

You will work to understand client needs and provide banking solutions while upholding regulatory requirements. The role emphasizes a welcoming branch environment, proactive service, and collaboration with the team to achieve financial goals for clients.