About The Position

At Chase, Associate Bankers represent the brand and culture by creating welcoming, memorable experiences for clients and employees. The role combines hospitality and attentive service with banking solutions and financial technology. Associate Bankers contribute to branch success by delivering exceptional client experiences, building trusted relationships, and sharing product knowledge and solutions to help clients achieve their financial goals.

Requirements

  • Ability to put clients first and exceed expectations by delivering attentive, friendly service and creating a welcoming environment.
  • Ability to build trusted relationships and demonstrate genuine care and concern during client interactions.
  • Ability to communicate clearly and politely, understand and assist clients, and anticipate their needs.
  • Ability to resolve client issues quickly and effectively with attention to detail.
  • Ability to collaborate with a team to deliver seamless service with care and sincerity.
  • Ability to learn products, services, and procedures quickly and accurately.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.

Nice To Haves

  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.

Responsibilities

  • Welcome clients as they enter the branch and provide attentive, friendly service.
  • Use a tablet to manage lobby traffic, check clients into the waiting queue, and schedule or cancel client meetings.
  • Provide account servicing and maintenance and open new accounts in compliance with policies, procedures, and regulatory and banking requirements.
  • Educate and assist clients with day-to-day banking transactions and technology self-service options, including the Chase Mobile App, Chase.com, and ATMs.
  • Listen actively, ask thoughtful questions, demonstrate empathy, and share product knowledge and solutions while partnering with branch team members to help clients achieve their financial goals.
  • Perform branch operations, which may include managing cash devices such as the cash vault and ATM, while adhering to bank policies and procedures.
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