Banking Concierge & Tech-Solutions Advisor

Fairygodboss; Pleasanton (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Chase is seeking an Associate Banker to welcome clients, provide attentive service, and drive branch success. You will build trusted relationships, educate customers on solutions, and support daily operations while adhering to regulatory requirements.

In this role, you will help clients achieve their financial goals by leveraging digital tools and collaborating with the branch team to ensure a seamless, compliant service experience.

Qualifications

• 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.

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.

Skills

Client service mindset

Relationship building

Effective communication

Problem solving

Team collaboration

Learning agility

Adaptability

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to welcome clients, provide attentive service, and drive branch success. You will build trusted relationships, educate customers on solutions, and support daily operations while adhering to regulatory requirements.

In this role, you will help clients achieve their financial goals by leveraging digital tools and collaborating with the branch team to ensure a seamless, compliant service experience.