Customer-Focused Banker: Tech-Savvy & Solutions

Fairygodboss

Ramona (CA)

On-site

USD 42,000 - 65,000

Full time

13 days ago
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Benefits offered by this job

Health care coverage
On-site wellness centers
Retirement savings plan

Job summary

Chase is seeking an Associate Banker to deliver exceptional client experiences in a welcoming branch environment. You will greet clients, manage lobby traffic, open accounts, and guide customers through ChaseMobile and online tools to meet their financial needs.

The role emphasizes listening, empathy, and collaborative teamwork to help clients achieve their goals while adhering to regulatory requirements and bank policies.

Qualifications

  • High school diploma or GED is required.
  • Experience in client service or similar roles.
  • Ability to learn products, services, and procedures quickly.
  • Strong communication and relationship-building skills.

Responsibilities

  • Create a welcoming environment by greeting clients and managing lobby flow using a tablet and queue system.
  • Exceed client expectations by servicing accounts, opening new accounts, and following policies and regulatory requirements.
  • Educate clients on day-to-day banking transactions and self-service options (Chase Mobile App, Chase.com, ATMs).
  • Build relationships by listening, asking questions, and sharing product knowledge with the team to meet financial goals.
  • Handle branch operations, including cash devices, while adhering to policies and procedures.

Skills

Client service
Relationship building
Communication
Problem solving
Team collaboration
Learning quickly

Education

High school diploma or GED

Tools

Chase Mobile App
Chase.com

Job description

Chase is seeking an Associate Banker to deliver exceptional client experiences in a welcoming branch environment. You will greet clients, manage lobby traffic, open accounts, and guide customers through ChaseMobile and online tools to meet their financial needs.

The role emphasizes listening, empathy, and collaborative teamwork to help clients achieve their goals while adhering to regulatory requirements and bank policies.

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