Client-First Banking Associate | Tech-Savvy Service

Aumni; San Leandro (CA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Financial coaching

Job summary

Chase is seeking an Associate Banker in California to greet clients, deliver attentive service and leverage digital banking tools to enhance experiences. You will build trusted client relationships, know products, and support branch goals while upholding regulatory standards.

In this role, you will handle account openings, everyday transactions, and collaboration with the branch team to ensure smooth operations.

Qualifications

• Ability to put clients first and exceed their expectations – delivering attentive and friendly service.
• Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
• Ability to engage clients – communicating clearly and politely to understand and help.
• Ability to quickly and effectively learn products, services, and procedures.
• Client service experience or comparable experience.
• High school diploma or GED equivalent.

Responsibilities

• Create a welcoming environment by greeting clients, managing lobby traffic, and scheduling meetings.
• Exceed client expectations by servicing accounts and opening new accounts while complying with policies.
• Educate clients with day-to-day banking and self-service options like Chase Mobile App and ATMs.
• Build meaningful relationships by listening, asking questions, and partnering with branch team.
• Perform branch operations, including cash devices while adhering to bank policies.

Skills

Client service experience

Cash handling experience

Ability to build trusted relationships

Ability to engage clients

Team collaboration

Learning products quickly

Attention to detail

Regulatory compliance awareness

Education

High school diploma or GED equivalent

Job description

Chase is seeking an Associate Banker in California to greet clients, deliver attentive service and leverage digital banking tools to enhance experiences. You will build trusted client relationships, know products, and support branch goals while upholding regulatory standards.

In this role, you will handle account openings, everyday transactions, and collaboration with the branch team to ensure smooth operations.