Client Experience Banker — Hospitality + Tech Solutions

Aumni; Santa Cruz (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Chase is seeking an Associate Banker to provide hospitality-driven service, build trusted client relationships, and help clients achieve their financial goals in a branch setting. The role emphasizes guiding customers through account services, digital banking, and personalized financial solutions.

Responsibilities include welcoming clients, opening accounts, guiding use of Chase Mobile App, and collaborating with branch staff to ensure a seamless customer experience while adhering to policies

Qualifications

• Strong client service mindset with hospitality
• Ability to build trusted relationships with clients
• Clear communication and active listening to understand needs
• Ability to resolve client issues with attention to detail
• Collaborate with branch team to deliver seamless service
• Willingness to learn banking products, services, and procedures
• Experience in customer service or related fields

Responsibilities

• Greet clients and create a welcoming environment in the branch.
• Assist with account servicing and opening new accounts while complying with policies.
• Educate clients on day-to-day banking and digital tools like Chase Mobile App and Chase.com.
• Build relationships through attentive listening, empathy, and product knowledge.
• Support branch operations and cash handling in line with bank procedures.

Skills

Client service

Relationship building

Communication

Problem resolution

Team collaboration

Product knowledge

Technology literacy

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to provide hospitality-driven service, build trusted client relationships, and help clients achieve their financial goals in a branch setting. The role emphasizes guiding customers through account services, digital banking, and personalized financial solutions.

Responsibilities include welcoming clients, opening accounts, guiding use of Chase Mobile App, and collaborating with branch staff to ensure a seamless customer experience while adhering to policies