Client-Focused Banker: Build Relationships & Tech-Savvy Service

Fairygodboss

Ventura (CA)

On-site

USD 52,000 - 66,000

Full time

6 days ago
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Benefits offered by this job

Health care coverage
Retirement savings plan
Tuition reimbursement
Mental health support

Job summary

Chase is seeking an Associate Banker to deliver welcoming, high-quality service while helping clients meet their financial goals. You will use Chase Mobile App and Chase.com to guide customers through everyday banking and self-service options, building trusted relationships in a team-driven environment.

The role emphasizes attentiveness, accurate product knowledge, and adherence to policies to ensure a smooth client experience and branch success.

Qualifications

  • Ability to put clients first and exceed their expectations.
  • Ability to build trusted relationships and show genuine care during interactions.
  • Ability to engage clients and understand needs with clear, polite communication.

Responsibilities

  • Create a welcoming environment by greeting clients and managing lobby flow with a tablet.
  • Exceed client expectations by providing account servicing and opening new accounts while following policies and regulatory requirements.
  • Educate clients on day-to-day banking and self-service options like Chase Mobile App, Chase.com and ATMs.
  • Build relationships through active listening and collaboration with branch team members to help clients reach goals.
  • Handle branch operations and cash devices in line with bank policies.

Skills

Customer service
Relationship building
Sales skills
Communication
Attention to detail
Team collaboration
Financial product knowledge

Education

High school diploma or GED

Tools

Chase Mobile App
Chase.com
ATMs

Job description

Chase is seeking an Associate Banker to deliver welcoming, high-quality service while helping clients meet their financial goals. You will use Chase Mobile App and Chase.com to guide customers through everyday banking and self-service options, building trusted relationships in a team-driven environment.

The role emphasizes attentiveness, accurate product knowledge, and adherence to policies to ensure a smooth client experience and branch success.

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