Client-First Banker: Tech-Savvy & Welcoming

Fairygodboss; Costa Mesa (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Chase is seeking an Associate Banker in Costa Mesa, CA to create a welcoming environment, deliver attentive service, and help clients achieve their financial goals using the latest banking solutions and Chase technology.

You will greet clients, open accounts, educate on digital tools, and collaborate with branch teammates to ensure a seamless, high-quality client experience while complying with policies and regulations.

Qualifications

• Client-first attitude with attentive, friendly service.
• Ability to engage clients and understand their needs.
• Comfort with banking products, policies, and procedures.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow.
• Exceed client expectations by servicing accounts and opening new ones.
• Educate clients on digital tools like Chase Mobile App and Chase.com.
• Build relationships through active listening and thoughtful questions.
• Perform branch operations in line with bank policies and procedures.

Skills

Client service

Relationship building

Communication

Problem solving

Teamwork

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker in Costa Mesa, CA to create a welcoming environment, deliver attentive service, and help clients achieve their financial goals using the latest banking solutions and Chase technology.

You will greet clients, open accounts, educate on digital tools, and collaborate with branch teammates to ensure a seamless, high-quality client experience while complying with policies and regulations.