Client-First Banker: Tech-Savvy & Relationship Builder

Fairygodboss

Washington (District of Columbia)

On-site

USD 55,000 - 75,000

Full time

14 days+

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Job summary

Chase is seeking an Associate Banker to deliver hospitality-driven service and build trusted client relationships in a branch setting. You will assist with everyday banking, open accounts, and guide clients to Chase Mobile App and online tools for self-service needs.

The role emphasizes attentive, friendly client interactions, adherence to regulatory requirements, and collaboration with the branch team to meet client financial goals.

Qualifications

  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.
  • Ability to put clients first and exceed their expectations.
  • Ability to build trusted relationships.
  • Ability to engage clients and understand needs.
  • Ability to quickly learn products, services and procedures.

Responsibilities

  • Create a welcoming environment by greeting clients and managing lobby flow with tablet tools.
  • Open new accounts and provide account servicing while following policies and regulations.
  • Educate clients on day-to-day banking and self-service options like Chase Mobile App and ATMs.
  • Build relationships through active listening, empathy, and product knowledge.
  • Perform branch operations including cash handling and device management while adhering to policies.

Skills

Client service experience
Relationship building
Communication
Account opening
Problem solving
Team collaboration
Learning products quickly

Education

High school diploma or GED

Tools

Cash handling equipment
ATMs
Chase Mobile App

Job description

Chase is seeking an Associate Banker to deliver hospitality-driven service and build trusted client relationships in a branch setting. You will assist with everyday banking, open accounts, and guide clients to Chase Mobile App and online tools for self-service needs.

The role emphasizes attentive, friendly client interactions, adherence to regulatory requirements, and collaboration with the branch team to meet client financial goals.

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