Client-First Banker: Tech-Savvy Financial Concierge

Next Frontier Capital; San Jose (CA); On-site; USD 42,000 - 66,000; Full time

Job summary

Chase is seeking an Associate Banker to deliver welcoming, attentive service and help clients achieve their financial goals. You will greet customers, open accounts, assist with day-to-day transactions, and use Chase Mobile App and online tools to support clients.

You'll build trusted relationships, work with branch teams, and ensure compliance with policies and regulatory requirements while providing a best-in-class banking experience in a dynamic, inclusive environment.

Qualifications

• Ability to put clients first and exceed expectations with friendly, welcoming service.
• Ability to build trusted relationships and demonstrate genuine care.
• Ability to engage clients clearly, politely, and to understand needs.
• Ability to resolve client issues quickly with attention to detail.
• Ability to collaborate with branch team to deliver seamless service.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow.
• Open new accounts and service existing ones while complying with policies and regulations.
• Assist with day-to-day banking transactions and use digital tools (mobile app, online).
• Build meaningful relationships by listening, asking questions, and educating clients.
• Perform branch operations in line with bank policies and procedures.

Skills

Client service

Communication

Relationship building

Problem solving

Attention to detail

Team collaboration

Tech-savvy

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver welcoming, attentive service and help clients achieve their financial goals. You will greet customers, open accounts, assist with day-to-day transactions, and use Chase Mobile App and online tools to support clients.

You'll build trusted relationships, work with branch teams, and ensure compliance with policies and regulatory requirements while providing a best-in-class banking experience in a dynamic, inclusive environment.