About The Position

As an Associate Banker within Chase, you represent the company’s brand and culture by providing welcoming, attentive service and using current banking solutions and financial technology. You contribute to branch success by delivering exceptional client experiences, building trusted relationships, and sharing product knowledge and solutions to help clients achieve their financial goals. The role includes greeting and assisting clients in the branch, supporting account servicing and new account openings, helping clients complete everyday banking transactions and use self-service technology, and performing branch operations. You must comply with applicable bank policies, procedures, and regulatory requirements.

Requirements

  • Ability to put clients first and exceed their 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 and assist clients, and anticipate their needs.
  • Ability to resolve client issues quickly and effectively with attention to detail.
  • Ability to work collaboratively as a team to elevate the client experience and 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.

Nice To Haves

  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.

Responsibilities

  • Greet clients as they enter the branch and create a welcoming environment through attentive, friendly service.
  • 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 in compliance with bank policies, procedures, and regulatory requirements.
  • Educate and assist clients with day-to-day banking transactions and self-service options, including the Chase Mobile App, Chase.com, and ATMs.
  • Listen actively, ask thoughtful questions, demonstrate empathy, and share product knowledge and solutions to help clients achieve their financial goals.
  • Partner with other branch team members to build client relationships and deliver seamless service.
  • 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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