Client-First Banker: Elevate Experiences & Solutions

Aumni; Calabasas (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Chase is seeking an Associate Banker to deliver welcoming, attentive service and build trusted client relationships within a branch setting. The role involves guiding customers through opening accounts, servicing existing ones, and educating clients on digital banking tools.

As part of the Consumer & Community Banking team, you will collaborate with colleagues to meet client financial goals, while adhering to regulatory requirements and bank policies.

Qualifications

• Client service experience or comparable experience.
• Ability to put clients first and exceed expectations.
• High school diploma or GED.
• Strong communication and relationship-building skills.
• Cash handling experience (preferred).

Responsibilities

• Create a welcoming environment by delivering attentive and friendly service to clients as they enter the branch and manage lobby flow.
• Exceed client expectations by servicing accounts, opening new accounts, and following all policies and regulatory requirements.
• Educate clients on day-to-day banking using Chase Mobile App, Chase.com, and ATMs.
• Build relationships by listening, asking questions, and sharing product knowledge across the team.
• Perform branch operations including cash handling and device management following bank policies.

Skills

Client service

Relationship building

Communication

Problem solving

Teamwork

Tech literacy

Learning agility

Cash handling

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver welcoming, attentive service and build trusted client relationships within a branch setting. The role involves guiding customers through opening accounts, servicing existing ones, and educating clients on digital banking tools.

As part of the Consumer & Community Banking team, you will collaborate with colleagues to meet client financial goals, while adhering to regulatory requirements and bank policies.