Client-First Banking Associate

Next Frontier Capital; Hercules (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Chase is seeking an Associate Banker to represent the brand with hospitality, using banking solutions and fintech to deliver exceptional client experiences. You will build trusted relationships, educate clients on products, and help them achieve financial goals.

You will greet clients, manage lobby flow, open accounts, and assist with technology self-service options such as Chase Mobile App and Chase.com. The role emphasizes teamwork and adherence to policies while delivering friendly service.

Qualifications

• Must put clients first and provide attentive, friendly service.
• Able to build trusted relationships with clients.
• Excellent communication to understand and help clients.
• Resolve client issues quickly with attention to detail.
• Collaborate with team to deliver seamless service.
• Able to learn products, services, and procedures quickly.
• Candidate has client service experience or similar.
• High school diploma or GED required.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow.
• Exceed client expectations with account servicing, maintenance, and new accounts.
• Educate clients on day-to-day banking and technology self-service options.
• Build meaningful client relationships through active listening and empathy.
• Support branch operations and comply with policies, including cash handling where applicable.

Skills

Client focus

Relationship building

Client engagement

Issue resolution

Customer experience

Product knowledge

Learning agility

Client service

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to represent the brand with hospitality, using banking solutions and fintech to deliver exceptional client experiences. You will build trusted relationships, educate clients on products, and help them achieve financial goals.

You will greet clients, manage lobby flow, open accounts, and assist with technology self-service options such as Chase Mobile App and Chase.com. The role emphasizes teamwork and adherence to policies while delivering friendly service.