About The Position

At Chase, Associate Bankers represent the brand and culture by creating memorable experiences for clients and employees. They build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. Using current banking solutions and financial technology alongside friendly, attentive service, the Associate Banker contributes to branch success by delivering exceptional client experiences. The role involves building trusted client relationships, sharing product knowledge and solutions, and helping clients work toward 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 in client interactions.
  • Ability to communicate clearly and politely, engage clients to understand and help them, and anticipate client needs.
  • Ability to resolve client issues quickly and effectively with attention to detail.
  • Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
  • 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

  • Create a welcoming environment by greeting clients, providing attentive and friendly service, using a tablet to manage lobby traffic, checking clients into the waiting queue, and scheduling or canceling 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, including use of the Chase Mobile App, Chase.com, ATMs, and other self-service technology.
  • Build meaningful client relationships by listening actively, asking thoughtful questions, demonstrating empathy, sharing product knowledge and solutions, and partnering 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 adhering to bank policies and procedures.
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