About The Position

At Chase, Associate Bankers create memorable experiences for clients and employees, 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 and exceed expectations by providing attentive, friendly service and creating a welcoming environment.
  • Ability to build trusted relationships by demonstrating 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 as 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, provide attentive and friendly service, manage lobby traffic using a tablet, check clients into the waiting queue, and schedule or cancel client meetings.
  • Provide account servicing and maintenance and open new accounts while complying with applicable 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 meaningful 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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