Client-First Banker: Tech-Savvy & Relationship Builder

Fairygodboss; Irvine (CA); On-site; USD 42,000 - 66,000; Full time

Job summary

Chase is a leading financial services firm dedicated to helping clients achieve their financial goals through personalized service and innovative technology. The Associate Banker role focuses on welcoming clients, understanding their needs, and delivering trusted guidance.

You will open and service accounts, educate on mobile and online tools, build relationships across the branch team, and ensure compliance with policies while providing a seamless, friendly experience.

Qualifications

• Client service experience or comparable experience.
• Ability to greet clients and deliver attentive, friendly service.
• Strong communication and relationship-building skills.
• Fluency in English and Mandarin required for this role.

Responsibilities

• Greet clients and manage lobby flow to create a welcoming environment.
• Open and service accounts while complying with policies and regulations.
• Educate clients on banking transactions and self-service tools (mobile/app/ATM).
• Build relationships and partner with branch team to meet financial goals.
• Handle branch operations and cash devices in line with bank policies.

Skills

Client service experience

Strong communication

Bilingual English and Mandarin

Team collaboration

Problem solving

Education

High school diploma or GED

Job description

Chase is a leading financial services firm dedicated to helping clients achieve their financial goals through personalized service and innovative technology. The Associate Banker role focuses on welcoming clients, understanding their needs, and delivering trusted guidance.

You will open and service accounts, educate on mobile and online tools, build relationships across the branch team, and ensure compliance with policies while providing a seamless, friendly experience.