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 provides account servicing and maintenance, opens new accounts, assists clients with day-to-day banking and self-service technology, and performs branch operations. All work must comply with applicable bank policies, procedures, and regulatory and banking 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 to understand and help clients and anticipate their 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.
  • 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 while complying 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.
  • Perform branch operations, which may include managing cash devices such as the cash vault or ATM, while adhering to bank policies and procedures.
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