Hospitality-Driven Client Experience Banker Associate

Aumni; Placentia (CA); On-site; USD 42,000 - 72,000; Full time

Job summary

Chase is seeking an Associate Banker to deliver hospitality-driven service, greet clients, and guide them through banking solutions using Chase Mobile App, Chase.com, and ATMs.

You will build trusted relationships, open new accounts, and ensure compliance with policies while helping clients achieve their financial goals.

This role emphasizes teamwork, accurate cash handling, and a commitment to diversity and inclusion across the branch.

Qualifications

• Client service experience or comparable experience.
• Ability to build trusted relationships with clients.
• Ability to engage clients with clear and polite communication.
• Ability to quickly and accurately learn products, services, and procedures.
• Ability to elevate the client experience by working with the team.

Responsibilities

• Greet clients as they enter the branch, manage lobby traffic, and schedule/cancel meetings to create a welcoming environment.
• Exceed client expectations by opening accounts and servicing existing ones while following policies and regulatory requirements.
• Educate clients on day-to-day banking and use of Chase Mobile App, Chase.com, and ATMs for convenient access.
• Build meaningful relationships by listening, asking questions, and sharing product knowledge with branch teammates.
• Perform branch operations including cash handling and managing devices while adhering to bank procedures.

Skills

Client service

Relationship building

Effective communication

Problem solving

Team collaboration

Education

High school diploma

Job description

Chase is seeking an Associate Banker to deliver hospitality-driven service, greet clients, and guide them through banking solutions using Chase Mobile App, Chase.com, and ATMs.

You will build trusted relationships, open new accounts, and ensure compliance with policies while helping clients achieve their financial goals.

This role emphasizes teamwork, accurate cash handling, and a commitment to diversity and inclusion across the branch.