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Tax Associate jobs in United States, California, Redwood City

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Company
Job type
Job categories
Job title (1)
United States
California
Redwood City
7 jobs found
11.06.2025
JPM

JPMorgan Full Time Associate Banker Marketplace Harter Rd Branch Yuba... United States, California, Yuba City

Limitless High-tech career opportunities - Expoint
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...
Description:
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.
Job Responsibilities
  • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
  • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
  • Educate clients on how 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 – introducing them to our team of experts 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.
Required Qualifications, Capabilities, and Skills
  • Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
  • Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
  • Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
  • Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
  • Ability to quickly and accurately learn products, services, and procedures.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offerdiversions or program entries.

Show more
09.05.2025
I

Informatica Associate Director Tax - United States, California, Redwood City

Limitless High-tech career opportunities - Expoint
Review and direct others in the preparation of supporting workpapers for the foundational tax process. Work in coordination with finance and accounting shared service center teams to align US GAAP,...
Description:

Associate Director, Tax

We're looking for an Associate Director, Tax. You will develop and implement systems to compile information for various federal, state, and local reports. Ensures timely and accurate filing of tax returns. Assesses tax implications surrounding pending mergers and acquisitions. Recommends ways to minimize corporate tax through use of tax laws and regulations. May administer international tax laws and regulations. Selects, develops, and evaluates personnel to ensure the efficient operation of the function.

You will report to the Tax Director of Accounting & Compliance.

Your Role Responsibilities? Here's What You'll Do

  • Review and direct others in the preparation of supporting workpapers for the foundational tax process.
  • Work in coordination with finance and accounting shared service center teams to align US GAAP, statutory financial statements, local country income tax returns, and reporting with the company's complex tax structure.
  • Income tax planning (technical and operational), including risk profile identification and mitigation.
  • Highly skilled in the integration of Corp tax functionality and foundation tax processes to train others and identify areas of improvement.
  • Direct and manage the quarterly provision process.
  • Often correspond with tax authorities in tax audits, in close coordination with tax team colleagues and financial leadership.
  • Project lead with external auditors and advisors on special projects and planning initiatives.
  • Analyze, review, and monitor transfer pricing analysis, controls, and documentation requirements.
  • Delegates current and future local reporting requirements.
  • Provide tax technical advice, guidance, and training across the business and with multiple stakeholders.
  • Point of contact for all related tax audits/compliance working with the local finance teams.
  • Drive ad hoc projects as required, such as addressing tax notices, coordinating tax audits, implementing or evaluating new standards or law, evaluating or implementing controls for new risk areas.
  • Maintains awareness of global tax environment to identify potential impacts to the foundational tax process.
  • Build strong cross-functional relationships, routinely at senior executive levels within the company.

What We'd Like to See

  • Uses specialized leadership skill in collaboration and prioritization to direct and influence operations in the functional area.
  • Expert level analytical in their functional area, with the ability to influence as a leader.
  • Adept at setting and driving strategic initiatives in the functional area, as well as influencing at various tiers of the organization.
  • Frequent engagement with executives to provide functional expertise advice that influences business unit strategy.
  • Uses functional area strategy and direction from leadership, as well as long term business objectives, to guide work and direct the work of others.
  • Contributes to the creation of an environment that promotes the identification and development of talent• Corporate income tax experience in a multinational corporation and/or large public accounting firm environment.
  • Project management experience
  • Understanding of ASC 740 accounting for income taxes with relevant experience.
  • Experience with international related tax filings.
  • CorpTax or OneSource tax preparation software knowledge
  • Identify and resolve tax and accounting issues.• VAT/GST experience.
  • Software industry knowledge.

Role Essentials

  • BA/BS or equivalent educational background.
  • Minimum 15+ years of relevant professional experience.
  • CPA license or equivalent.

Perks & Benefits

  • Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
  • Flexible time-off policy and hybrid working practices
  • Tuition reimbursement program to support your and personal growth
  • Equity opportunities and an employee stock purchase program (ESPP)
  • Comprehensive Mental Health and Employee Assistance Program (EAP) benefit
Show more

These jobs might be a good fit

07.05.2025
I

Informatica Associate Director Tax - United States, California, Redwood City

Limitless High-tech career opportunities - Expoint
Review and direct others in the preparation of supporting workpapers for the foundational tax process. Work in coordination with finance and accounting shared service center teams to align US GAAP,...
Description:

Associate Director, Tax

We're looking for an Associate Director, Tax. You will develop and implement systems to compile information for various federal, state, and local reports. Ensures timely and accurate filing of tax returns. Assesses tax implications surrounding pending mergers and acquisitions. Recommends ways to minimize corporate tax through use of tax laws and regulations. May administer international tax laws and regulations. Selects, develops, and evaluates personnel to ensure the efficient operation of the function.

You will report to the Tax Director of Accounting & Compliance.

Your Role Responsibilities? Here's What You'll Do

  • Review and direct others in the preparation of supporting workpapers for the foundational tax process.
  • Work in coordination with finance and accounting shared service center teams to align US GAAP, statutory financial statements, local country income tax returns, and reporting with the company's complex tax structure.
  • Income tax planning (technical and operational), including risk profile identification and mitigation.
  • Highly skilled in the integration of Corp tax functionality and foundation tax processes to train others and identify areas of improvement.
  • Direct and manage the quarterly provision process.
  • Often correspond with tax authorities in tax audits, in close coordination with tax team colleagues and financial leadership.
  • Project lead with external auditors and advisors on special projects and planning initiatives.
  • Analyze, review, and monitor transfer pricing analysis, controls, and documentation requirements.
  • Delegates current and future local reporting requirements.
  • Provide tax technical advice, guidance, and training across the business and with multiple stakeholders.
  • Point of contact for all related tax audits/compliance working with the local finance teams.
  • Drive ad hoc projects as required, such as addressing tax notices, coordinating tax audits, implementing or evaluating new standards or law, evaluating or implementing controls for new risk areas.
  • Maintains awareness of global tax environment to identify potential impacts to the foundational tax process.
  • Build strong cross-functional relationships, routinely at senior executive levels within the company.

What We'd Like to See

  • Uses specialized leadership skill in collaboration and prioritization to direct and influence operations in the functional area.
  • Expert level analytical in their functional area, with the ability to influence as a leader.
  • Adept at setting and driving strategic initiatives in the functional area, as well as influencing at various tiers of the organization.
  • Frequent engagement with executives to provide functional expertise advice that influences business unit strategy.
  • Uses functional area strategy and direction from leadership, as well as long term business objectives, to guide work and direct the work of others.
  • Contributes to the creation of an environment that promotes the identification and development of talent• Corporate income tax experience in a multinational corporation and/or large public accounting firm environment.
  • Project management experience
  • Understanding of ASC 740 accounting for income taxes with relevant experience.
  • Experience with international related tax filings.
  • CorpTax or OneSource tax preparation software knowledge
  • Identify and resolve tax and accounting issues.• VAT/GST experience.
  • Software industry knowledge.

Role Essentials

  • BA/BS or equivalent educational background.
  • Minimum 15+ years of relevant professional experience.
  • CPA license or equivalent.

Perks & Benefits

  • Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
  • Flexible time-off policy and hybrid working practices
  • Tuition reimbursement program to support your and personal growth
  • Equity opportunities and an employee stock purchase program (ESPP)
  • Comprehensive Mental Health and Employee Assistance Program (EAP) benefit
Show more

These jobs might be a good fit

04.05.2025
I

Informatica Associate Director Tax - United States, California, Redwood City

Limitless High-tech career opportunities - Expoint
Review and direct others in the preparation of supporting workpapers for the foundational tax process. Work in coordination with finance and accounting shared service center teams to align US GAAP,...
Description:

Associate Director, Tax

We're looking for an Associate Director, Tax. You will develop and implement systems to compile information for various federal, state, and local reports. Ensures timely and accurate filing of tax returns. Assesses tax implications surrounding pending mergers and acquisitions. Recommends ways to minimize corporate tax through use of tax laws and regulations. May administer international tax laws and regulations. Selects, develops, and evaluates personnel to ensure the efficient operation of the function.

You will report to the Tax Director of Accounting & Compliance.

Your Role Responsibilities? Here's What You'll Do

  • Review and direct others in the preparation of supporting workpapers for the foundational tax process.
  • Work in coordination with finance and accounting shared service center teams to align US GAAP, statutory financial statements, local country income tax returns, and reporting with the company's complex tax structure.
  • Income tax planning (technical and operational), including risk profile identification and mitigation.
  • Highly skilled in the integration of Corp tax functionality and foundation tax processes to train others and identify areas of improvement.
  • Direct and manage the quarterly provision process.
  • Often correspond with tax authorities in tax audits, in close coordination with tax team colleagues and financial leadership.
  • Project lead with external auditors and advisors on special projects and planning initiatives.
  • Analyze, review, and monitor transfer pricing analysis, controls, and documentation requirements.
  • Delegates current and future local reporting requirements.
  • Provide tax technical advice, guidance, and training across the business and with multiple stakeholders.
  • Point of contact for all related tax audits/compliance working with the local finance teams.
  • Drive ad hoc projects as required, such as addressing tax notices, coordinating tax audits, implementing or evaluating new standards or law, evaluating or implementing controls for new risk areas.
  • Maintains awareness of global tax environment to identify potential impacts to the foundational tax process.
  • Build strong cross-functional relationships, routinely at senior executive levels within the company.

What We'd Like to See

  • Uses specialized leadership skill in collaboration and prioritization to direct and influence operations in the functional area.
  • Expert level analytical in their functional area, with the ability to influence as a leader.
  • Adept at setting and driving strategic initiatives in the functional area, as well as influencing at various tiers of the organization.
  • Frequent engagement with executives to provide functional expertise advice that influences business unit strategy.
  • Uses functional area strategy and direction from leadership, as well as long term business objectives, to guide work and direct the work of others.
  • Contributes to the creation of an environment that promotes the identification and development of talent• Corporate income tax experience in a multinational corporation and/or large public accounting firm environment.
  • Project management experience
  • Understanding of ASC 740 accounting for income taxes with relevant experience.
  • Experience with international related tax filings.
  • CorpTax or OneSource tax preparation software knowledge
  • Identify and resolve tax and accounting issues.• VAT/GST experience.
  • Software industry knowledge.

Role Essentials

  • BA/BS or equivalent educational background.
  • Minimum 15+ years of relevant professional experience.
  • CPA license or equivalent.

Perks & Benefits

  • Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
  • Flexible time-off policy and hybrid working practices
  • Tuition reimbursement program to support your and personal growth
  • Equity opportunities and an employee stock purchase program (ESPP)
  • Comprehensive Mental Health and Employee Assistance Program (EAP) benefit
Show more

These jobs might be a good fit

03.05.2025
I

Informatica Associate Director Tax - United States, California, Redwood City

Limitless High-tech career opportunities - Expoint
Review and direct others in the preparation of supporting workpapers for the foundational tax process. Work in coordination with finance and accounting shared service center teams to align US GAAP,...
Description:

Associate Director, Tax

We're looking for an Associate Director, Tax. You will develop and implement systems to compile information for various federal, state, and local reports. Ensures timely and accurate filing of tax returns. Assesses tax implications surrounding pending mergers and acquisitions. Recommends ways to minimize corporate tax through use of tax laws and regulations. May administer international tax laws and regulations. Selects, develops, and evaluates personnel to ensure the efficient operation of the function.

You will report to the Tax Director of Accounting & Compliance.

Your Role Responsibilities? Here's What You'll Do

  • Review and direct others in the preparation of supporting workpapers for the foundational tax process.
  • Work in coordination with finance and accounting shared service center teams to align US GAAP, statutory financial statements, local country income tax returns, and reporting with the company's complex tax structure.
  • Income tax planning (technical and operational), including risk profile identification and mitigation.
  • Highly skilled in the integration of Corp tax functionality and foundation tax processes to train others and identify areas of improvement.
  • Direct and manage the quarterly provision process.
  • Often correspond with tax authorities in tax audits, in close coordination with tax team colleagues and financial leadership.
  • Project lead with external auditors and advisors on special projects and planning initiatives.
  • Analyze, review, and monitor transfer pricing analysis, controls, and documentation requirements.
  • Delegates current and future local reporting requirements.
  • Provide tax technical advice, guidance, and training across the business and with multiple stakeholders.
  • Point of contact for all related tax audits/compliance working with the local finance teams.
  • Drive ad hoc projects as required, such as addressing tax notices, coordinating tax audits, implementing or evaluating new standards or law, evaluating or implementing controls for new risk areas.
  • Maintains awareness of global tax environment to identify potential impacts to the foundational tax process.
  • Build strong cross-functional relationships, routinely at senior executive levels within the company.

What We'd Like to See

  • Uses specialized leadership skill in collaboration and prioritization to direct and influence operations in the functional area.
  • Expert level analytical in their functional area, with the ability to influence as a leader.
  • Adept at setting and driving strategic initiatives in the functional area, as well as influencing at various tiers of the organization.
  • Frequent engagement with executives to provide functional expertise advice that influences business unit strategy.
  • Uses functional area strategy and direction from leadership, as well as long term business objectives, to guide work and direct the work of others.
  • Contributes to the creation of an environment that promotes the identification and development of talent• Corporate income tax experience in a multinational corporation and/or large public accounting firm environment.
  • Project management experience
  • Understanding of ASC 740 accounting for income taxes with relevant experience.
  • Experience with international related tax filings.
  • CorpTax or OneSource tax preparation software knowledge
  • Identify and resolve tax and accounting issues.• VAT/GST experience.
  • Software industry knowledge.

Role Essentials

  • BA/BS or equivalent educational background.
  • Minimum 15+ years of relevant professional experience.
  • CPA license or equivalent.

Perks & Benefits

  • Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
  • Flexible time-off policy and hybrid working practices
  • Tuition reimbursement program to support your and personal growth
  • Equity opportunities and an employee stock purchase program (ESPP)
  • Comprehensive Mental Health and Employee Assistance Program (EAP) benefit
Show more

These jobs might be a good fit

07.04.2025
JPM

JPMorgan Part Time hours Associate Banker Crescent City Branch CA United States, California, Crescent City

Limitless High-tech career opportunities - Expoint
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...
Description:
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
  • Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
  • Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
  • Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
  • Assists clients and the branch team by helping with new account openings when needed
  • Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
  • 6+ months of customer service experience
  • High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
  • Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
  • Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
  • Strong desire and ability to influence, educate, and connect customers to technology
  • Cash handling experience

FEDERAL DEPOSIT INSURANCE ACT:
Show more

These jobs might be a good fit

01.04.2025
WF

Wells Fargo Associate Personal Banker Mid Peninsula District United States, California, Redwood City

Limitless High-tech career opportunities - Expoint
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
Description:


In this role, you will:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below


Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints


Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

Posting Location(s):

  • 1045 Ralston Ave., Belmont, CA 94002
  • 1145 Broadway, Burlingame, CA 94010
  • 2099 Broadway St., Redwood City, CA 94063
  • 1435 Burlingame Ave., Burlingame, CA 9401
  • 112 De Anza Blvd., San Mateo, CA 94402
  • 999 E. Hillsdale Blvd., Foster City, CA 94404
  • 132 San Mateo Rd., Half Moon Bay, CA 94019
  • 81 W. Hillsdale Blvd., San Mateo, CA 94403
  • 3700 Florence St., Redwood City, CA 94063
  • 632 Laurel St., San Carlos, CA 94070
  • 100 E. 4th Ave., San Mateo CA 94401
  • 2925 Woodside Rd., Woodside, CA 94062
  • 1500 Woodside Rd., Redwood City, CA 94061

:

  • Belmont, California - Pay Range: $22.00 - $30.19hourly
  • Burlingame, California - Pay Range: $22.00 - $30.19hourly
  • Redwood City, California- Pay Range: $22.00 - $30.19hourly
  • San Mateo, California - Pay Range: $22.00 - $30.19hourly
  • Foster City, California -Pay Range: $22.00 - $30.19hourly
  • Half Moon Bay, California - Pay Range: $22.00 - $30.19hourly
  • San Carlos, California -Pay Range: $22.00 - $30.19hourly
  • Woodside, California - Pay Range: $22.00 - $30.19hourly

for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

*Positions may not be available at all branch locations outlined in the posting.

*Position requires full-time training for 8-10 weeks. Training schedule is as follows: Monday - Friday - 8:30am - 5:30pm.

*Job posting may come down early due to volume of applicants.

Pay Range

$22.00 - $30.19

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

15 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...
Description:
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.
Job Responsibilities
  • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
  • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
  • Educate clients on how 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 – introducing them to our team of experts 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.
Required Qualifications, Capabilities, and Skills
  • Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
  • Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
  • Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
  • Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
  • Ability to quickly and accurately learn products, services, and procedures.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offerdiversions or program entries.

Show more
Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Tax Associate job opportunities in the United States, California, Redwood City area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.