About The Position

At Chase, the Associate Banker represents the company’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. The role contributes to branch success by building trusted client relationships, sharing product knowledge and solutions, and helping clients work toward their financial goals. The Associate Banker welcomes clients, manages lobby traffic and appointments, provides account servicing and maintenance, opens new accounts, assists with everyday transactions and digital banking tools, and performs branch operations. The role requires compliance with bank policies, procedures, and regulatory requirements.

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, engage clients, understand and help with their needs, and anticipate those needs.
  • Ability to resolve client issues quickly and effectively with attention to detail and provide a consistent client experience.
  • 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

  • Greet clients and create a welcoming branch environment; use a tablet to manage lobby traffic, check clients into the waiting queue, and schedule or cancel 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 self-service technology, including the Chase Mobile App, Chase.com, and ATMs.
  • Build client relationships by listening actively, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions; partner with branch team members to support clients’ financial goals.
  • Perform branch operations, which may include managing cash devices such as the cash vault and ATM, while following bank policies and procedures.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service