Client-First Banker Associate | Tech-Savvy & Service Oriented

Next Frontier Capital

Salinas (CA)

On-site

USD 42,000 - 56,000

Full time

14 days+
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Benefits offered by this job

Health benefits
Retirement plan
Wellness centers on-site
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

Chase is seeking an Associate Banker to welcome clients, deliver attentive service, and help them achieve their financial goals. You will greet customers, manage lobby flow, open accounts, and guide them through Chase Mobile App and online banking.

You will build trusted relationships through empathetic interactions, clearly explain products, and collaborate with team members to ensure a seamless customer experience. This role emphasizes hospitality and compliance with banking regulations.

Qualifications

  • Prioritize client needs and deliver attentive, welcoming service.
  • Build trusted client relationships with genuine care.
  • Engage clients with clear, polite communication to understand and assist.
  • Resolve client issues promptly with attention to detail.
  • Collaborate with branch team to elevate the client experience.

Responsibilities

  • Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
  • Provide account servicing, openings, and compliance with policies and regulations.
  • Educate clients on day-to-day banking and digital self-service tools.
  • Build relationships by listening, asking questions, and sharing product knowledge.
  • Handle branch operations including cash devices while adhering to policies.

Skills

Client service
Communication
Empathy
Teamwork
Tech aptitude

Education

High School diploma or GED

Job description

Chase is seeking an Associate Banker to welcome clients, deliver attentive service, and help them achieve their financial goals. You will greet customers, manage lobby flow, open accounts, and guide them through Chase Mobile App and online banking.

You will build trusted relationships through empathetic interactions, clearly explain products, and collaborate with team members to ensure a seamless customer experience. This role emphasizes hospitality and compliance with banking regulations.

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