Client-First Banker & Financial Solutions Advisor

Aumni; Greenville (SC); On-site; USD 42,000 - 60,000; Full time

Job summary

Chase is seeking an Associate Banker to welcome clients, open accounts, and educate customers on digital tools. The role emphasizes hospitality, compliance, and building lasting relationships at the branch.

You will help clients with everyday banking, use Chase Mobile App and online platforms, and collaborate with team members to meet financial goals while upholding regulatory standards.

Qualifications

• Client-first service mindset and hospitality.
• Ability to build trusted relationships with clients.
• Clear, polite communication to understand and assist clients.
• Detail-oriented with consistent client experiences.
• Willingness to learn products, services, and procedures.
• Cash handling experience (preferred).

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
• Exceed client expectations by servicing accounts and opening new ones while complying with policies.
• Educate clients on day-to-day banking using self-service options (Chase Mobile App, Chase.com, ATMs).
• Build meaningful relationships by listening, asking questions, and sharing product knowledge with the team.
• Perform branch operations, including cash handling devices, in line with bank procedures.

Skills

Client service

Relationship building

Communication

Team collaboration

Product knowledge

Problem resolution

Learning fast

Education

High school diploma or GED

Tools

Chase Mobile App

Job description

Chase is seeking an Associate Banker to welcome clients, open accounts, and educate customers on digital tools. The role emphasizes hospitality, compliance, and building lasting relationships at the branch.

You will help clients with everyday banking, use Chase Mobile App and online platforms, and collaborate with team members to meet financial goals while upholding regulatory standards.