Client-First Banker & Tech-Savvy Advisor

Aumni

State College (Centre County)

On-site

USD 42,000 - 60,000

Full time

10 days ago

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Benefits offered by this job

Health insurance
On-site health and wellness centers
Retirement savings plan
Tuition reimbursement
Mental health support
Financial coaching

Job summary

Chase is actively seeking an Associate Banker to greet clients, open and service accounts, and guide customers in using Chase digital tools. You will build trusted relationships, deliver friendly service, and collaborate with branch colleagues to meet customers' financial goals.

The role emphasizes hospitality, client care, and adherence to banking policies, with opportunities to leverage mobile and online platforms for client convenience.

Qualifications

  • Prior client service experience is required.
  • Strong communication and interpersonal skills are essential.
  • Ability to quickly learn Chase products, services and procedures.

Responsibilities

  • Create a welcoming environment by greeting clients and managing lobby flow.
  • Open new accounts and provide account servicing while complying with policies and regulations.
  • Educate clients on day-to-day banking transactions and digital self-service options.
  • Build relationships with clients and work with branch team to reach financial goals.
  • Handle branch operations and cash devices while following bank procedures.

Skills

Client service experience
Cash handling experience
Communication skills
Technology literacy
Teamwork
Learning products quickly

Education

High school diploma or GED equivalent

Job description

Chase is actively seeking an Associate Banker to greet clients, open and service accounts, and guide customers in using Chase digital tools. You will build trusted relationships, deliver friendly service, and collaborate with branch colleagues to meet customers' financial goals.

The role emphasizes hospitality, client care, and adherence to banking policies, with opportunities to leverage mobile and online platforms for client convenience.

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