Client-First Banking Associate: Relationship Builder & Tech

Next Frontier Capital; Palm Springs (CA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is hiring an Associate Banker in California to deliver welcoming, attentive service and build trusted relationships with clients. You will promote banking solutions, guide customers through digital channels, and connect them with our team of experts to help reach their financial goals.

You will support day-to-day transactions, open new accounts, and ensure compliance with regulatory requirements while contributing to a high-quality client experience across the branch.

Qualifications

• Ability to put clients first and exceed their expectations by delivering attentive and friendly service.
• Ability to build trusted relationships with clients and colleagues.
• Ability to engage clients with clear, polite communication and proactive problem solving.
• Ability to quickly learn products, services and procedures while maintaining accuracy.

Responsibilities

• Create a welcoming environment by greeting clients, managing lobby traffic, and scheduling meetings.
• Assist with day-to-day transactions and open new accounts in compliance with policies.
• Educate clients on digital banking tools like Chase Mobile App, Chase.com and ATMs.
• Build meaningful relationships by listening, asking questions, and offering solutions from our team of experts.
• Perform branch operations and cash-handling activities in line with bank policies.

Skills

Client service

Relationship building

Effective communication

Teamwork

Education

High school diploma or GED

Job description

Chase is hiring an Associate Banker in California to deliver welcoming, attentive service and build trusted relationships with clients. You will promote banking solutions, guide customers through digital channels, and connect them with our team of experts to help reach their financial goals.

You will support day-to-day transactions, open new accounts, and ensure compliance with regulatory requirements while contributing to a high-quality client experience across the branch.