About The Position

At Chase, Associate Bankers represent the 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 achieve their financial goals. Associate Bankers greet and assist clients, manage lobby traffic and appointments, provide account servicing and open new accounts, and educate clients about everyday banking and self-service technology. They also support branch operations, which may include managing cash devices, while following applicable policies, procedures, 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, understand and help clients, and anticipate their needs.
  • Ability to resolve client issues quickly and accurately, with attention to detail.
  • Ability to work collaboratively as part of a team to elevate the client experience.
  • 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 with attentive, friendly service; manage lobby traffic and the waiting queue using a tablet; and schedule or cancel client 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 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 relevant product knowledge and solutions.
  • Partner with branch team members to help clients achieve their financial goals and deliver seamless service.
  • 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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