Client-First Banking Associate

Fairygodboss

San Bernardino (CA)

On-site

USD 42,000 - 54,000

Full time

3 days ago
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Job summary

Chase is seeking an Associate Banker to deliver exceptional client experiences in our branch. You will greet clients, facilitate onboarding, and use digital channels to meet their financial needs while upholding regulatory standards.

You will build trusted relationships, educate clients on products, handle routine account servicing, and support branch operations with attention to detail and teamwork. This role emphasizes hospitality and service excellence.

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 greeting clients and guiding them through branch processes.
  • Provide account servicing and maintenance including opening new accounts in compliance.
  • Educate clients on day-to-day banking and technology self-service options.
  • Build relationships by listening, asking questions, and sharing product knowledge.
  • Handle branch operations and cash devices while following bank policies.

Skills

Client service experience
Relationship building
Engaging clients
Issue resolution
Team collaboration
Product knowledge learning
Cash handling experience

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver exceptional client experiences in our branch. You will greet clients, facilitate onboarding, and use digital channels to meet their financial needs while upholding regulatory standards.

You will build trusted relationships, educate clients on products, handle routine account servicing, and support branch operations with attention to detail and teamwork. This role emphasizes hospitality and service excellence.

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Health care coverage
On-site health centers
Retirement savings plan
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