Client-First Banking Associate

Fairygodboss

San Gabriel (CA)

On-site

USD 45,000 - 70,000

Full time

14 days+

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Job summary

Chase is seeking an Associate Banker to welcome clients and provide attentive, friendly service. You will build trusted relationships by sharing product knowledge and guiding customers to our team of experts to help reach their financial goals.

You will educate clients on digital tools like Chase Mobile App and Chase.com, support daily transactions, and assist with opening new accounts while adhering to policies and regulatory requirements. Teamwork and hospitality are emphasized.

Qualifications

Client service experience or comparable experience.
High school diploma or GED equivalent.
Ability to quickly and accurately learn products, services, and procedures.
Ability to engage clients with clear, polite communication.

Responsibilities

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how 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 - introducing them to our team of experts 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.