Relationship-Driven Banker: Build Clients & Solutions

Fairygodboss; Round Rock (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Chase is seeking an Associate Banker to greet clients, open accounts, provide service, and help customers achieve their financial goals using Chase Mobile App and online tools. The role emphasizes customer-first service, regulatory compliance, and teamwork within a branch setting.

Qualified candidates typically have a high school diploma or GED and prior client service experience, with a focus on accurate, friendly, and efficient banking support.

Qualifications

• Client service experience or comparable experience.

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

Relationship building

Communication

Attention to detail

Teamwork

Education

High school diploma or GED

Tools

Chase Mobile App

Banking software

Job description

Chase is seeking an Associate Banker to greet clients, open accounts, provide service, and help customers achieve their financial goals using Chase Mobile App and online tools. The role emphasizes customer-first service, regulatory compliance, and teamwork within a branch setting.

Qualified candidates typically have a high school diploma or GED and prior client service experience, with a focus on accurate, friendly, and efficient banking support.