Client-First Banker: Tech-Savvy & Relationship Builder

Aumni; Helena (MT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive benefits

Retirement savings plan

On-site health centers

Job summary

Chase is seeking an Associate Banker to provide hospitality‑driven service, greet clients, open accounts, and guide customers through digital tools. You will collaborate with branch teammates to deliver personalized financial solutions and build trusted relationships in a fast‑paced environment.

The role emphasizes client care, regulatory compliance, and the ability to educate customers on Chase’s products and services while delivering seamless experiences across channels.

Qualifications

• Client-first mindset delivering attentive and friendly service.
• Ability to build trusted relationships with clients.
• Ability to engage clients and understand needs while communicating clearly.
• Ability to resolve client issues with attention to detail.
• Ability to work collaboratively as a team to deliver seamless service.

Responsibilities

• Greet clients entering the branch and manage lobby flow with a tablet, checking in and scheduling meetings.
• Open new accounts and service existing ones while following policies and regulatory requirements.
• Assist clients with day-to-day banking and digital self-service options (Chase Mobile, Chase.com, ATMs).
• Build relationships by listening, asking questions, and sharing product knowledge to meet client goals.
• Perform branch operations, including cash devices, in compliance with bank policies.

Skills

Client service

Relationship building

Communication

Team collaboration

Product knowledge

Problem solving

Adaptability

Attention to detail

Hospitality

Technology literacy

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to provide hospitality‑driven service, greet clients, open accounts, and guide customers through digital tools. You will collaborate with branch teammates to deliver personalized financial solutions and build trusted relationships in a fast‑paced environment.

The role emphasizes client care, regulatory compliance, and the ability to educate customers on Chase’s products and services while delivering seamless experiences across channels.