Client-First Banker: Build Relationships & Guide Finances

Fairygodboss

Ogden (UT)

On-site

USD 36,000 - 52,000

Full time

3 days ago
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Job summary

Chase is seeking an Associate Banker to deliver hospitality-driven service and exemplary client experiences at the branch. You will build trusted relationships, share product knowledge, and help clients achieve financial goals.

Responsibilities include guiding clients through onboarding, utilizing Chase Mobile App and Chase.com for transactions, and collaborating with team members to ensure smooth branch operations and regulatory compliance.

Qualifications

  • Put clients first and deliver attentive, friendly service.
  • Build trusted relationships with clients through genuine care.
  • Engage clients with clear, polite communication to understand needs.
  • Resolve client issues quickly with attention to detail.
  • Collaborate with the team to deliver seamless service.
  • Learn products, services, and procedures quickly and accurately.

Responsibilities

  • Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
  • Provide account servicing and maintenance, and open new accounts while following policies and banking requirements.
  • Educate clients on day-to-day transactions and using self-service options like the Chase Mobile App and ATMs.
  • Build meaningful relationships by listening, asking questions, and sharing product knowledge.
  • Perform branch operations and handle cash devices in compliance with bank procedures.

Skills

Client service
Relationship building
Communication
Empathy
Teamwork
Product knowledge

Tools

Chase Mobile App
Chase.com

Job description

Chase is seeking an Associate Banker to deliver hospitality-driven service and exemplary client experiences at the branch. You will build trusted relationships, share product knowledge, and help clients achieve financial goals.

Responsibilities include guiding clients through onboarding, utilizing Chase Mobile App and Chase.com for transactions, and collaborating with team members to ensure smooth branch operations and regulatory compliance.

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