Client-First Banker: Tech-Savvy Banking Expert

Next Frontier Capital

Beaumont (TX)

On-site

USD 42,000 - 66,000

Full time

14 days+

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Job summary

Chase is seeking an Associate Banker to deliver hospitality and client care while representing our brand in the branch. You will use banking solutions and technology to provide a high level of service and help clients achieve their financial goals.

You will greet clients, assist with account servicing, open new accounts, and guide customers through digital self-service tools like Chase Mobile App and Chase.com. This role emphasizes relationship-building and collaboration with the branch team.

Qualifications

  • Client service experience or comparable experience.
  • Excellent communication and interpersonal skills.
  • Cash handling experience preferred.

Responsibilities

  • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
  • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
  • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
  • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – partnering with other branch team members to help achieve their financial goals.
  • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.

Skills

Client service
Communication
Cash handling

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver hospitality and client care while representing our brand in the branch. You will use banking solutions and technology to provide a high level of service and help clients achieve their financial goals.

You will greet clients, assist with account servicing, open new accounts, and guide customers through digital self-service tools like Chase Mobile App and Chase.com. This role emphasizes relationship-building and collaboration with the branch team.

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