Client Experience Banker

Aumni; Costa Mesa (CA); Presencial; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

Chase is seeking an Associate Banker to represent our brand with hospitality, delivering modern banking solutions and friendly service. You will build trusted client relationships, share product knowledge, and help clients reach their financial goals while working in a branch environment.

You will greet clients, open accounts, assist with daily transactions, and collaborate with team members to provide a seamless customer experience.

Formación

• Client service experience or comparable experience.
• Reading and speaking in both English and Spanish is required for this role.
• Ability to quickly and effectively learn products, services, and procedures.

Responsabilidades

• 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.

Conocimientos

Client service experience

Bilingual English/Spanish

Strong communication

Educación

High school diploma or GED equivalent

Descripción del empleo

Chase is seeking an Associate Banker to represent our brand with hospitality, delivering modern banking solutions and friendly service. You will build trusted client relationships, share product knowledge, and help clients reach their financial goals while working in a branch environment.

You will greet clients, open accounts, assist with daily transactions, and collaborate with team members to provide a seamless customer experience.