About The Position

At Chase, Associate Bankers represent the brand and culture by combining hospitality, banking solutions, financial technology, and attentive service. The role contributes to branch success by delivering exceptional client experiences and building trusted relationships. Associate Bankers share product knowledge and solutions to help clients achieve their financial goals.

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, 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.
  • Fluency in reading and speaking both Spanish and English.

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, make them feel heard and cared for, 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 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, sharing product knowledge and solutions, and partnering 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 adhering to bank policies and procedures.
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