Client-Centric Banking Advisor

Aumni; Colorado Springs (CO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking an Associate Banker to deliver hospitality-driven service and guide clients through everyday banking needs. You will greet clients, manage lobby flow, open accounts, and ensure compliance with banking policies while leveraging digital tools.

You will build lasting relationships by listening to client needs, educating on products, and partnering with team members to reach financial goals. The role emphasizes customer care and operational accuracy.

Qualifications

• Client service experience or equivalent.
• Ability to learn products, services, and procedures.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
• Assist with account servicing, openings, and regulatory compliance.
• Educate clients on mobile banking and self-serve options like Chase Mobile App and Chase.com.
• Build trusted client relationships by listening, asking questions, and cross-selling solutions.
• Handle branch operations and cash devices in line with bank policies.

Skills

Client service

Relationship building

Effective communication

Team collaboration

Product knowledge

Problem solving

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver hospitality-driven service and guide clients through everyday banking needs. You will greet clients, manage lobby flow, open accounts, and ensure compliance with banking policies while leveraging digital tools.

You will build lasting relationships by listening to client needs, educating on products, and partnering with team members to reach financial goals. The role emphasizes customer care and operational accuracy.