Associate Banker Floating (40 hours), North San Jose, CA
About The Position
As an Associate Banker at Chase, you represent the company’s brand and culture by combining attentive, friendly service with banking solutions and financial technology. You support branch success by delivering exceptional client experiences, building trusted relationships, sharing product knowledge, and helping clients work toward their financial goals. This floating role provides support and coverage to multiple branch locations in North San Jose, California, and requires local travel. The position includes greeting and assisting clients, managing lobby traffic and appointments, servicing accounts, opening new accounts, helping clients with banking transactions and self-service technology, and performing branch operations. All work must follow applicable bank policies, procedures, and regulatory requirements. An employment offer is contingent on review of criminal conviction history under Section 19 of the Federal Deposit Insurance Act. Chase offers a competitive total rewards package and benefits for eligible employees. The company describes its culture as focused on client relationships, inclusion, and equal opportunity, and provides reasonable accommodations for applicants and employees.
Requirements
- At least 6 months of Associate Banker experience.
- High school diploma or GED equivalent.
- Ability to put clients first and deliver attentive, friendly service in a welcoming environment.
- Ability to build trusted relationships and demonstrate genuine care and concern during client interactions.
- Ability to communicate clearly and politely, understand client needs, and anticipate those needs.
- Ability to resolve client issues quickly and effectively with attention to detail.
- Ability to work collaboratively with a team to deliver seamless service.
- Ability to learn products, services, and procedures quickly and accurately.
Nice To Haves
- At least 1 year of Associate Banker experience.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
Responsibilities
- Greet clients and create a welcoming environment by providing 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 self-service options, 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 help clients achieve their financial goals and deliver seamless service.
- Perform branch operations, which may include managing cash devices such as the cash vault and ATM, while following bank policies and procedures.
- Provide support and coverage to multiple branch locations; local travel is required.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching. Benefits and programs are subject to eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
