Relationship-Driven Banking Associate

Fairygodboss; Huntington Beach (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive total rewards package

Job summary

Chase is seeking an Associate Banker to deliver exceptional client experiences and participate in building trusted relationships with customers in a branch setting. The role emphasizes hospitality, product knowledge, and use of digital banking tools to serve clients.

You will work to greet clients, open and maintain accounts, educate customers on mobile and online banking, and collaborate with team members to meet financial goals while complying with banking regulations.

Qualifications

• Client service experience or comparable experience.
• Ability to greet clients and deliver attentive, friendly service.
• Strong communication and relationship-building skills.
• Willingness to learn products, services and procedures.

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.

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver exceptional client experiences and participate in building trusted relationships with customers in a branch setting. The role emphasizes hospitality, product knowledge, and use of digital banking tools to serve clients.

You will work to greet clients, open and maintain accounts, educate customers on mobile and online banking, and collaborate with team members to meet financial goals while complying with banking regulations.