About The Position

As an Associate Banker at Chase, you represent the company’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create positive experiences for clients. You contribute to branch success by building trusted relationships, sharing product knowledge and solutions, and helping clients work toward their financial goals. The role includes welcoming clients, managing lobby traffic and appointments, providing account services and opening accounts, assisting with everyday transactions and self-service technology, and carrying out branch operations in accordance with bank policies and regulatory requirements.

Requirements

  • Ability to put clients first and exceed expectations by providing 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 clients’ needs, and anticipate those needs.
  • Ability to resolve client issues quickly and effectively with attention to detail.
  • Ability to collaborate with a team to deliver a consistent client experience 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

  • Greet clients and provide attentive, friendly service that creates a welcoming environment.
  • Use a tablet to manage lobby traffic, 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, regulatory requirements, 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 product knowledge and solutions.
  • Partner with branch team members to help clients achieve their financial goals and provide seamless service.
  • 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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