Client-First Banker: Build Relationships & Tech Solutions

ENGINEERINGUK; Waukesha (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Chase is seeking an Associate Banker to deliver exceptional client experiences and build trusted relationships in a branch setting. You will greet clients, open and service accounts, and guide customers through digital banking tools, while ensuring compliance with policies and financial regulations.

The role emphasizes hospitality, teamwork, and leveraging technology to meet clients’ financial goals across everyday transactions and advisory services.

Qualifications

• Client service experience or comparable experience.
• Strong communication and interpersonal skills.
• Ability to build trusted relationships with clients.
• Teamwork and collaborative approach to service.
• Ability to quickly learn products, services and procedures.
• Comfort using technology to serve clients (apps, online banking).
• Willingness to comply with policies and regulatory requirements.

Responsibilities

• Create a welcoming environment for clients at the branch.
• Open new accounts and service existing accounts in line with policy.
• Assist clients with day-to-day banking transactions and digital tools.
• Listen actively to client needs and offer appropriate solutions.
• Assist with branch operations, including cash handling and device security.

Skills

Client service

Communication

Relationship building

Team collaboration

Problem solving

Learning products

Grid with technology

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver exceptional client experiences and build trusted relationships in a branch setting. You will greet clients, open and service accounts, and guide customers through digital banking tools, while ensuring compliance with policies and financial regulations.

The role emphasizes hospitality, teamwork, and leveraging technology to meet clients’ financial goals across everyday transactions and advisory services.