Job Summary
The role involves welcoming and supporting branch customers both in-person and via phone, assessing their banking needs, and recommending appropriate financial products and services. The incumbent is tasked with cultivating enduring client relationships, assisting clients with digital banking capabilities, and working in tandem with specialists while adhering to banking protocols and regulatory standards.
Responsibilities
- Welcome and assist clients in the branch and over the phone.
- Understand customer financial needs and suggest relevant banking products.
- Establish long-term relationships with clients.
- Guide clients on using digital banking tools effectively.
- Collaborate with specialists to meet client needs.
- Adhere to banking policies and regulatory requirements.
Qualifications
- High school diploma, GED, or an equivalent certification.
- Excellent communication and customer service skills.
- Aptitude for resolving issues and fulfilling compliance responsibilities.
- Flexibility to work branch hours, including weekends and occasional evenings.
- Preferred: One year of relevant sales experience.
- Preferred: A college degree or military service equivalent.
- Preferred: Familiarity with banking regulations and compliance.
JPMorgan Chase & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
