Client-First Banking Specialist

Fairygodboss; Town of Brookfield (WI); On-site; USD 42,000 - 65,000; Full time

Job summary

Chase is seeking an Associate Banker to create a welcoming environment and deliver attentive service. You will greet clients, manage lobby flow with a tablet, and schedule meetings while upholding all policies and regulatory requirements.

You will build trusted relationships by listening, asking questions, and sharing product knowledge to help clients achieve their financial goals using Chase Mobile App, Chase.com, and ATMs. This role emphasizes collaboration with the branch team.

Qualifications

• Client service experience or comparable experience.
• High school diploma or GED equivalent.

Responsibilities

• Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
• Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
• Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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.

Skills

Client service experience

Relationship building

Communication

Problem solving

Teamwork

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to create a welcoming environment and deliver attentive service. You will greet clients, manage lobby flow with a tablet, and schedule meetings while upholding all policies and regulatory requirements.

You will build trusted relationships by listening, asking questions, and sharing product knowledge to help clients achieve their financial goals using Chase Mobile App, Chase.com, and ATMs. This role emphasizes collaboration with the branch team.