Client-First Banker: Tech-Savvy Financial Guidance

Next Frontier Capital; Santa Barbara (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Chase is seeking an Associate Banker to represent our brand with hospitality, delivering attentive service and leveraging digital tools to meet client needs.

You will build trusted relationships, educate clients on banking solutions, and support branch operations while complying with policies and regulatory requirements.

Chase emphasizes diversity and inclusion and offers a comprehensive rewards package, growth opportunities, and community involvement.

Qualifications

• Experience delivering attentive and friendly service in a client-facing role.
• Ability to build trusted relationships with clients.
• Experience using technology self-service options such as mobile apps and ATMs.
• Willingness to learn products, services and procedures.

Responsibilities

• Create a welcoming environment by greeting clients, managing lobby flow, and scheduling meetings.
• Exceed client expectations by opening new accounts and servicing existing ones in compliance with policies.
• Educate clients on day-to-day banking and digital tools (mobile app, online banking, ATMs).
• Build meaningful relationships through active listening and collaborative teamwork to meet client financial goals.
• Support branch operations and adhere to bank policies and procedures.

Skills

Client service

Relationship building

Communication

Problem solving

Product knowledge

Team collaboration

Learning systems

Education

High school diploma or GED equivalent

Job description

Chase is seeking an Associate Banker to represent our brand with hospitality, delivering attentive service and leveraging digital tools to meet client needs.

You will build trusted relationships, educate clients on banking solutions, and support branch operations while complying with policies and regulatory requirements.

Chase emphasizes diversity and inclusion and offers a comprehensive rewards package, growth opportunities, and community involvement.