About The Position

At Chase, Associate Bankers create memorable experiences for clients and employees by making them feel welcomed, valued, and understood. They represent the Chase brand and culture with hospitality, using banking solutions and financial technology alongside friendly, attentive service. The role contributes to branch success by delivering exceptional client experiences and building trusted relationships with clients. Associate Bankers share product knowledge and solutions to help clients achieve their financial goals.

Requirements

  • Ability to put clients first, exceed expectations, provide attentive and friendly service, and create 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 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, regulatory requirements, and banking requirements.
  • Educate and assist clients with day-to-day banking transactions, including use of 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 following bank policies and procedures.
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