Client Experience Banker — Hospitality & Tech Solutions

Next Frontier Capital; Santa Cruz (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Competitive base salary + incentive

Comprehensive health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

On-site health and wellness centers

Job summary

Chase is seeking an Associate Banker to deliver hospitality-first service and use the latest banking solutions to help clients achieve their financial goals.

In this role, you will greet clients, open accounts, and provide account servicing while complying with policies. You will educate clients on the Chase Mobile App, Chase.com, and ATM services, building trusted relationships across the branch.

Qualifications

• Client service experience or comparable experience.
• High school diploma or GED equivalent.
• Ability to learn products, services, and procedures quickly.
• Ability to exceed client expectations with attentive service.
• Strong interpersonal and communication skills.

Responsibilities

• Greet and assist clients in the branch, delivering welcoming service.
• Open accounts and provide efficient account servicing.
• Educate clients on Chase mobile app, Chase.com, and ATMs.
• Build trusted relationships and partner with team to meet goals.
• Perform branch operations in line with policies and procedures.

Skills

Client service experience

Strong communication

Adaptability

Team collaboration

Regulatory compliance awareness

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver hospitality-first service and use the latest banking solutions to help clients achieve their financial goals.

In this role, you will greet clients, open accounts, and provide account servicing while complying with policies. You will educate clients on the Chase Mobile App, Chase.com, and ATM services, building trusted relationships across the branch.