Full Time Associate Banker, San Marcos Branch, San Marcos, CA

JPMorganChase•San Marcos, CA
•Onsite

About The Position

As an Associate Banker at Chase, you will represent the brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You will contribute to branch success by building trusted client relationships, sharing product knowledge and solutions, and helping clients work toward their financial goals. The position includes client service, account servicing and maintenance, opening accounts, educating clients about banking transactions and digital self-service options, and supporting branch operations. Employment offers are contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries, under Section 19 of the Federal Deposit Insurance Act.

Requirements

  • Ability to put clients first and provide attentive, friendly service in a welcoming environment.
  • Ability to build trusted relationships and demonstrate genuine care and concern during client interactions.
  • Ability to communicate clearly and politely, understand client needs, and anticipate them.
  • Ability to resolve client issues quickly and effectively with attention to detail.
  • Ability to work collaboratively to deliver seamless service.
  • Ability to learn products, services, and procedures quickly and accurately.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.

Nice To Haves

  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.

Responsibilities

  • Welcome clients as they enter the branch and provide attentive, friendly service.
  • Use a tablet to manage lobby traffic, check clients into the waiting queue, and schedule or cancel client meetings.
  • Provide account servicing and maintenance and open new accounts in compliance with policies, procedures, and regulatory and banking requirements.
  • Educate and assist clients with day-to-day banking transactions, including use of the Chase Mobile App, Chase.com, and ATMs.
  • Build client relationships by listening actively, asking thoughtful questions, showing empathy, and sharing product knowledge and solutions.
  • Partner with branch team members to help clients achieve their financial goals.
  • Perform branch operations, which may include managing cash devices such as the cash vault and ATM, while following bank policies and procedures.
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