Client-First Banker: Tech-Savvy Financial Guide

Next Frontier Capital; Oxnard (CA); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Chase is seeking an Associate Banker to represent our brand in the branch with hospitality and attentiveness. You will help clients achieve their financial goals by delivering personalized service and solutions.

The role emphasizes building relationships, educating clients on products, and collaborating with the branch team to ensure a seamless experience across Chase Mobile App, Chase.com, and in-branch services.

Qualifications

• High school diploma or GED required.
• Experience in client service or similar roles is preferred.
• Strong emphasis on hospitality and meeting client needs.
• Ability to learn products, services and procedures quickly.

Responsibilities

• Greet clients and create a welcoming environment in the branch.
• Provide account servicing and open new accounts while following policies and regulations.
• Educate clients on day-to-day banking and technology self-service options.
• Build trusted relationships by listening and addressing client needs.
• Perform branch operations respecting bank policies.

Skills

Client service

Relationship building

Communication

Problem solving

Team collaboration

Education

High school diploma or GED

Tools

Chase Mobile App

Chase.com

Job description

Chase is seeking an Associate Banker to represent our brand in the branch with hospitality and attentiveness. You will help clients achieve their financial goals by delivering personalized service and solutions.

The role emphasizes building relationships, educating clients on products, and collaborating with the branch team to ensure a seamless experience across Chase Mobile App, Chase.com, and in-branch services.