Part-Time Client Banking Advisor

JPMorganChase; San Mateo (CA); On-site; USD 48,000 - 72,000; Full time

Job summary

Chase, a leading financial services firm, seeks an Associate Banker to deliver hospitality, expert product knowledge, and seamless service in our San Mateo branch. You will welcome clients, explain digital tools, and work with the team to achieve branch goals.

Your focus is on building trusted relationships and helping clients reach their financial goals. You will use modern banking solutions and stay compliant with all policies.

Qualifications

• Client service experience or comparable experience.
• Ability to quickly and accurately learn products, services, and procedures.
• Cash handling experience is preferred.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
• Open new accounts and service existing ones while following policies and procedures.
• Educate clients on day-to-day banking and digital self-service options like Chase Mobile App and Chase.com.
• Build trusted relationships by listening, asking questions, and sharing product knowledge.
• Support branch operations, including cash devices, while adhering to bank policies.

Skills

Client service

Relationship building

Communication

Problem solving

Teamwork

Learning on the job

Education

High school diploma or GED

Job description

Chase, a leading financial services firm, seeks an Associate Banker to deliver hospitality, expert product knowledge, and seamless service in our San Mateo branch. You will welcome clients, explain digital tools, and work with the team to achieve branch goals.

Your focus is on building trusted relationships and helping clients reach their financial goals. You will use modern banking solutions and stay compliant with all policies.