Relationship-Driven Banker | Tech-Savvy Client Care

JPMorgan Chase & Co.; Waco (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Chase is seeking an Associate Banker to serve clients in a welcoming branch environment, helping with accounts, and guiding customers through digital tools such as the Chase Mobile App and Chase.com.

The role emphasizes building trusted relationships, educating clients on products, and collaborating with the branch team to achieve financial goals while adhering to bank policies and regulatory requirements.

Qualifications

• High school diploma or GED equivalent.
• Client service experience or comparable experience.
• Ability to put clients first and exceed their expectations.

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.

Job description

Chase is seeking an Associate Banker to serve clients in a welcoming branch environment, helping with accounts, and guiding customers through digital tools such as the Chase Mobile App and Chase.com.

The role emphasizes building trusted relationships, educating clients on products, and collaborating with the branch team to achieve financial goals while adhering to bank policies and regulatory requirements.