Client-First Banker: Tech-Smart Financial Guidance

Next Frontier Capital

San Leandro (CA)

On-site

USD 60,000 - 75,000

Full time

14 days+
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Job summary

Chase is seeking an Associate Banker who will represent the brand with hospitality, delivering attentive service and using cutting-edge financial technology to help clients achieve their goals. You will help create welcoming environments and build trusted relationships to drive branch success.

Your day-to-day includes greeting clients, opening and servicing accounts, guiding customers on mobile and online tools, and collaborating with team members to provide seamless service while adhering to

Qualifications

  • Prior client service experience preferred.
  • Ability to put clients first and exceed expectations.
  • Strong communication and active listening skills.
  • Wamiliarity with banking products is a plus.

Responsibilities

  • Greet clients and provide attentive service to create a welcoming environment.
  • Open and service accounts while following policies and regulatory requirements.
  • Educate clients on day-to-day banking and digital tools like Chase Mobile App and Chase.com.
  • Build relationships with clients and collaborate with branch team to meet financial goals.
  • Handle branch operations and cash devices in compliance with procedures.

Skills

Client service
Relationship building
Effective communication
Team collaboration
Problem solving
Learning products quickly
High school diploma or GED
Cash handling (Preferred)

Education

High school diploma or GED

Tools

Chase Mobile App
Chase Online (Chase.com)

Job description

Chase is seeking an Associate Banker who will represent the brand with hospitality, delivering attentive service and using cutting-edge financial technology to help clients achieve their goals. You will help create welcoming environments and build trusted relationships to drive branch success.

Your day-to-day includes greeting clients, opening and servicing accounts, guiding customers on mobile and online tools, and collaborating with team members to provide seamless service while adhering to

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