Client-First Banker: Build Trusted Relationships & Tech Help

Next Frontier Capital

Pasadena (CA)

On-site

USD 65,000 - 90,000

Full time

14 days+
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Benefits offered by this job

Competitive total rewards
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

Chase is seeking an Associate Banker to deliver exceptional client experiences, greet clients, open accounts, and guide customers through digital banking tools. You will work with the branch team to meet clients' financial goals while following regulatory requirements and providing friendly, attentive service.

The role emphasizes relationship building, product knowledge, and a welcoming, compliant branch environment in which clients feel heard and valued.

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 by teamwork and care.
  • Ability to quickly learn products, services, and procedures.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.

Responsibilities

  • Create a welcoming environment by greeting clients and managing lobby flow.
  • Provide account servicing, maintenance, and opening new accounts while adhering to policies.
  • Educate clients on day-to-day banking and technology self-service options (mobile app, Chase.com, ATMs).
  • Build meaningful relationships by listening, asking questions, and sharing product knowledge.
  • Perform branch operations and cash handling in line with bank procedures.

Skills

Client focus
Relationship building
Communication
Problem solving
Customer experience
Quick learning
Experience in client service
Tech enablement
Cash handling

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver exceptional client experiences, greet clients, open accounts, and guide customers through digital banking tools. You will work with the branch team to meet clients' financial goals while following regulatory requirements and providing friendly, attentive service.

The role emphasizes relationship building, product knowledge, and a welcoming, compliant branch environment in which clients feel heard and valued.

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