Client-Centric Banker

Aumni

Massachusetts

On-site

USD 40,000 - 60,000

Full time

14 days+

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Job summary

Chase is seeking an Associate Banker to deliver exceptional client experiences in a branch setting. You will greet clients, open new accounts, and provide account servicing while complying with bank policies.

The role involves building trusted relationships, educating clients on digital banking tools, and collaborating with the branch team to help clients achieve their financial goals. You will assist with day-to-day transactions, leverage Chase Mobile App and Chase.com, and participate in

Qualifications

  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.

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
Relationship building
Communication
Problem solving
Teamwork

Education

High school diploma

Job description

Chase is seeking an Associate Banker to deliver exceptional client experiences in a branch setting. You will greet clients, open new accounts, and provide account servicing while complying with bank policies.

The role involves building trusted relationships, educating clients on digital banking tools, and collaborating with the branch team to help clients achieve their financial goals. You will assist with day-to-day transactions, leverage Chase Mobile App and Chase.com, and participate in

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