Client-First Banker: Build Relationships & Tech Solutions

Fairygodboss

Grass Valley (CA)

On-site

USD 52,000 - 68,000

Full time

5 days ago
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Benefits offered by this job

Health care coverage
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

Chase is seeking an Associate Banker to deliver hospitable service and financial solutions at the branch level. You will welcome clients, help them open accounts, and guide them through Chase Mobile App and other self-service options to meet their daily banking needs.

The role emphasizes building trusted client relationships, delivering personalized product knowledge, and working with the team to help clients reach their financial goals while adhering to banking policies.

Qualifications

  • Ability to put clients first and exceed their expectations.
  • Ability to build trusted relationships with clients.
  • Ability to engage clients with clear, polite communication.
  • Ability to resolve client issues with attention to detail.
  • Ability to elevate the client experience through teamwork.
  • Ability to quickly learn products, services and procedures.
  • Prior client service experience or equivalent.
  • High school diploma or GED equivalent.

Responsibilities

  • Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
  • Provide account servicing, open new accounts, and ensure compliance with policies.
  • Assist clients with day-to-day banking and self-service options like mobile apps and ATMs.
  • Build relationships by listening, asking questions, and sharing product knowledge.
  • Conduct branch operations and cash handling in line with bank procedures.

Skills

Client-first service
Trusted relationships
Clear communication
Issue resolution
Team collaboration
Product knowledge learning
Client service experience
Adaptability to compliance

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver hospitable service and financial solutions at the branch level. You will welcome clients, help them open accounts, and guide them through Chase Mobile App and other self-service options to meet their daily banking needs.

The role emphasizes building trusted client relationships, delivering personalized product knowledge, and working with the team to help clients reach their financial goals while adhering to banking policies.

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