Part Time Associate Banker Monterey Bay Santa Cruz (30 hours)

Location: Santa Cruz, CA, United States

Job Family: Associate Bankers

About the Role

Join JPMorgan Chase & Co., a leading global financial services firm, as a Part Time Associate Banker at our Monterey Bay Santa Cruz branch in Santa Cruz, CA. In this 30-hour per week role, you will play a vital part in delivering our commitment to hospitality and client care, helping clients achieve their financial goals through personalized service. As an Associate Banker, you will interact with a diverse community in the beautiful Monterey Bay area, processing transactions, offering product recommendations, and building trust-based relationships that reflect JPMorgan Chase's reputation for excellence in banking. Your day-to-day responsibilities will include greeting clients with warmth, handling deposits, withdrawals, and account inquiries with precision, and identifying opportunities to introduce value-added services like Chase checking accounts, credit solutions, or wealth management options. You will ensure all interactions comply with federal regulations and internal policies, safeguarding client data and promoting secure banking practices. Collaborating with your branch team, you will contribute to sales targets while fostering an inclusive environment that supports the unique needs of Santa Cruz residents, from local families to small business owners. At JPMorgan Chase, we invest in your growth with comprehensive training on our cutting-edge digital platforms and financial products. This position offers a pathway to expand your career in the dynamic financial services industry, with opportunities to advance within our worldwide organization. If you are passionate about client success and thrive in a supportive team setting, apply today to become part of the team driving innovation and accessibility in banking for the Monterey Bay community.

Key Responsibilities

• Greet clients warmly and provide exceptional hospitality to enhance their banking experience at the Monterey Bay Santa Cruz branch
• Process routine banking transactions including deposits, withdrawals, and account openings with accuracy and efficiency
• Identify client needs and recommend appropriate JPMorgan Chase products such as checking accounts, credit cards, and investment options
• Assist with digital banking enrollment and troubleshooting to promote seamless online services
• Maintain compliance with all regulatory requirements and JPMorgan Chase policies to ensure secure and ethical operations
• Collaborate with branch team members to achieve sales goals and deliver outstanding client care
• Handle cash and sensitive client information responsibly while adhering to anti-money laundering protocols
• Support community engagement initiatives in Santa Cruz to build lasting client relationships
• Monitor and resolve client inquiries or issues promptly to uphold JPMorgan Chase's reputation for reliability
• Participate in ongoing training to stay updated on financial products and industry best practices

Required Qualifications

• High school diploma or equivalent required
• At least one year of customer service experience in a retail or financial services environment
• Strong communication and interpersonal skills to interact with diverse clients
• Ability to work 30 hours per week, including weekends and evenings as needed
• Proficiency in basic computer operations and Microsoft Office applications
• Knowledge of banking products and services or willingness to learn
• Must be authorized to work in the United States and pass a background check

Preferred Qualifications

• Bachelor's degree in finance, business, or a related field
• Previous experience in a banking or financial institution
• Bilingual skills, particularly Spanish, to serve the Monterey Bay Santa Cruz community
• Experience with sales or client relationship management
• Familiarity with JPMorgan Chase systems and compliance standards

Required Skills

• Customer service excellence
• Active listening and empathy
• Sales and relationship-building
• Attention to detail and accuracy
• Time management and multitasking
• Basic financial literacy
• Proficiency in banking software
• Problem-solving abilities
• Team collaboration
• Adaptability to fast-paced environments
• Knowledge of regulatory compliance
• Digital tool proficiency
• Conflict resolution
• Organizational skills
• Cultural sensitivity for diverse clientele

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Paid time off and holiday pay for part-time associates
• Access to employee stock purchase program
• Tuition reimbursement for professional development
• Wellness programs including gym discounts and mental health support
• Flexible scheduling to support work-life balance
• Opportunities for career advancement within JPMorgan Chase's global network

JP Morgan Chase is an equal opportunity employer.