About The Position

At Chase, Associate Bankers create memorable experiences for clients and employees through hospitality, attentive service, and relationship-building. The role represents Chase’s brand and culture while using banking solutions and financial technology to support clients. The Associate Banker contributes to branch success by delivering exceptional client experiences and building trusted relationships. The role includes sharing product knowledge and solutions to help clients work toward their financial goals, servicing accounts, opening accounts, assisting with banking transactions and digital tools, and supporting branch operations.

Requirements

  • Ability to put clients first, exceed expectations, provide attentive 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 client needs, and anticipate those needs.
  • Ability to resolve client issues quickly and effectively with attention to detail.
  • Ability to work collaboratively as a team to provide 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, and use a tablet to manage lobby traffic, check clients into the waiting queue, and schedule or cancel 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, including use of the Chase Mobile App, Chase.com, and ATMs.
  • Build relationships by listening actively, asking thoughtful questions, showing 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 and ATM, while following bank policies and procedures.
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