Client-First Banker: Tech-Savvy Financial Guide

Next Frontier Capital

United States

On-site

USD 48,000 - 68,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Chase is a leading financial services firm dedicated to creating memorable experiences for clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.

As an Associate Banker within Chase, you will represent our brand and culture with hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

Qualifications

Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.

Responsibilities

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how 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 – introducing them to our team of experts 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.