Client-First Banker & Tech-Solutions Advocate

Aumni; Florida; On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking an Associate Banker in Florida to deliver hospitality-driven service, greet clients, and support branch operations using Chase Mobile App and online tools. You will build trusted relationships by listening, educating customers, and guiding them to the right solutions.

This role emphasizes compliant account servicing, opening new accounts, and collaborating with the branch team to meet financial goals.

Qualifications

• Client service experience or comparable experience.
• High school diploma or GED equivalent.
• Ability to quickly and accurately learn products, services, and procedures.

Responsibilities

• Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
• Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
• Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
• Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – partnering with other branch team members to help achieve their financial goals.
• Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.

Skills

Client service

Relationship building

Communication

Empathy

Teamwork

Product knowledge

Technology fluency

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker in Florida to deliver hospitality-driven service, greet clients, and support branch operations using Chase Mobile App and online tools. You will build trusted relationships by listening, educating customers, and guiding them to the right solutions.

This role emphasizes compliant account servicing, opening new accounts, and collaborating with the branch team to meet financial goals.