Client-First Banker: Elevate Financial Experiences

Next Frontier Capital; San Jose (CA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Job summary

Chase is seeking an Associate Banker in the San Jose area to deliver hospitality-driven service and guidance on banking solutions. You will help clients open accounts, use Chase Mobile App and Chase.com, and partner with teammates to meet financial goals.

The role emphasizes listening, empathy, and proactive support in a fast-paced branch environment with a focus on customer satisfaction and regulatory compliance.

Qualifications

• Ability to put clients first and exceed expectations with attentive service.
• Ability to build trusted relationships and demonstrate genuine care.
• Ability to engage clients with clear, courteous communication.
• Ability to resolve client issues quickly and with attention to detail.
• Ability to collaborate with the team to deliver seamless service.
• Ability to learn products, services, and procedures quickly.
• Client service experience or comparable experience.
• High school diploma or GED equivalent.

Responsibilities

• Create a welcoming environment and greet clients entering the branch.
• Open new accounts and provide account servicing while complying with policies.
• Educate clients on day-to-day banking transactions and digital tools.
• Build relationships by listening, asking questions, and offering product solutions.
• Perform branch operations and manage cash devices in line with bank policies.

Skills

Client service

Relationship building

Communication

Problem solving

Team collaboration

Digital banking tools

Education

High school diploma or GED

Tools

Chase Mobile App

Chase Online Banking

Job description

Chase is seeking an Associate Banker in the San Jose area to deliver hospitality-driven service and guidance on banking solutions. You will help clients open accounts, use Chase Mobile App and Chase.com, and partner with teammates to meet financial goals.

The role emphasizes listening, empathy, and proactive support in a fast-paced branch environment with a focus on customer satisfaction and regulatory compliance.