Client-First Banking Advisor

Fairygodboss

Redding (CA)

On-site

USD 45,000 - 55,000

Full time

14 days+

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Benefits offered by this job

Health care coverage
Retirement plan
Tuition reimbursement
On-site wellness centers

Job summary

Chase is seeking an Associate Banker to deliver hospitality-driven service and build trusted client relationships. You will utilize banking solutions and fintech tools to help clients achieve their financial goals, while maintaining full compliance with policies.

You will greet clients, open accounts, educate on digital options, and collaborate with the team to ensure a seamless, positive branch experience for every customer.

Qualifications

  • Experience delivering attentive and friendly service.
  • Ability to build trusted relationships with clients.
  • Strong communication to understand and help clients.
  • Proven ability to resolve client issues with detail and care.
  • Team-based approach to deliver seamless service.

Responsibilities

  • Create a welcoming environment by greeting clients, managing lobby flow, and scheduling meetings.
  • Exceed client expectations by servicing accounts and opening new ones, complying with policies and regulations.
  • Educate clients on day-to-day banking and technology options (mobile app, website, ATMs).
  • Build meaningful relationships by listening and asking thoughtful questions while sharing solutions with branch teammates.
  • Perform branch operations and handle cash devices in line with bank policies.

Skills

Client service experience
Relationship building
Communication skills
Issue resolution
Team collaboration
Technology literacy

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver hospitality-driven service and build trusted client relationships. You will utilize banking solutions and fintech tools to help clients achieve their financial goals, while maintaining full compliance with policies.

You will greet clients, open accounts, educate on digital options, and collaborate with the team to ensure a seamless, positive branch experience for every customer.

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