
Job Overview
Benefits
Health Insurance
retirement savings plan
Paid Time Off
Tuition Reimbursement
mental health support
Financial Coaching
backup childcare
Job Description
Chase is a prominent financial services firm recognized for serving nearly half of America's households and small businesses. The company is dedicated to helping its clients achieve their financial goals through a wide variety of financial products and services. Chase's mission revolves around building engaged, lifelong relationships while putting customers at the core of all its actions. The company’s comprehensive offerings extend beyond individual consumers to include small businesses, nonprofits, and municipal entities, emphasizing solving a broad spectrum of financial needs. Known for its innovation and customer-centric solutions, Chase leads the United States in credit card sales and deposit growth, supported by the most widely used digital banking platforms in the country. The company places a strong emphasis on diversity and inclusion, ensuring an equitable and supportive workplace environment where employees’ unique talents contribute directly to its success.
As an Associate Banker at Chase, you will play a critical role in representing the brand and culture by providing exceptional hospitality and professional banking services. This position focuses on using cutting-edge financial technology alongside traditional customer service to create memorable experiences for clients. Your responsibilities include welcoming clients, managing lobby flow, and facilitating appointment scheduling, setting the stage for high-quality client interactions. You will also handle account servicing tasks, open new accounts, and ensure compliance with bank policies and regulatory requirements, maintaining Chase’s high standards.
An essential part of this role is educating clients on the use of digital banking solutions, such as the Chase Mobile App and online banking platforms, helping them navigate their banking needs efficiently and independently. Beyond transactional duties, you’ll be expected to build trusting client relationships by actively listening, exhibiting empathy, and providing tailored product recommendations to help meet their financial objectives. Your collaboration with branch team members will further enable clients to achieve their goals effectively.
The position includes operational responsibilities like managing cash devices, including cash vaults and ATMs, while strictly following internal controls and banking regulations. With a focus on client satisfaction and operational excellence, the Associate Banker is integral to the branch’s success. This role offers a competitive salary, with potential for commission-based pay or discretionary incentives awarded for individual achievements. Chase supports its employees with a comprehensive benefits package that includes health care coverage, retirement plans, backup childcare, tuition reimbursement, and wellness programs among others.
Overall, the Associate Banker role at Chase is designed for individuals passionate about customer service, technology, and financial solutions, who want to grow in a dynamic and supportive environment. This opportunity provides a blend of professional development, technological engagement, and meaningful client interactions in one of the leading financial institutions in the United States.
As an Associate Banker at Chase, you will play a critical role in representing the brand and culture by providing exceptional hospitality and professional banking services. This position focuses on using cutting-edge financial technology alongside traditional customer service to create memorable experiences for clients. Your responsibilities include welcoming clients, managing lobby flow, and facilitating appointment scheduling, setting the stage for high-quality client interactions. You will also handle account servicing tasks, open new accounts, and ensure compliance with bank policies and regulatory requirements, maintaining Chase’s high standards.
An essential part of this role is educating clients on the use of digital banking solutions, such as the Chase Mobile App and online banking platforms, helping them navigate their banking needs efficiently and independently. Beyond transactional duties, you’ll be expected to build trusting client relationships by actively listening, exhibiting empathy, and providing tailored product recommendations to help meet their financial objectives. Your collaboration with branch team members will further enable clients to achieve their goals effectively.
The position includes operational responsibilities like managing cash devices, including cash vaults and ATMs, while strictly following internal controls and banking regulations. With a focus on client satisfaction and operational excellence, the Associate Banker is integral to the branch’s success. This role offers a competitive salary, with potential for commission-based pay or discretionary incentives awarded for individual achievements. Chase supports its employees with a comprehensive benefits package that includes health care coverage, retirement plans, backup childcare, tuition reimbursement, and wellness programs among others.
Overall, the Associate Banker role at Chase is designed for individuals passionate about customer service, technology, and financial solutions, who want to grow in a dynamic and supportive environment. This opportunity provides a blend of professional development, technological engagement, and meaningful client interactions in one of the leading financial institutions in the United States.
Job Requirements
- High school diploma or GED equivalent
- Client service experience or comparable experience
- Ability to put clients first and exceed their expectations
- Ability to build trusted relationships
- Ability to engage clients
- Ability to quickly and effectively resolve client issues with attention to detail
- Ability to elevate the client experience working collaboratively
- Ability to quickly and accurately learn products, services, and procedures
Job Qualifications
- Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment
- Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients
- Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs
- Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience
- Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity
- Ability to quickly and accurately learn products, services, and procedures
- Client service experience or comparable experience
- High school diploma or GED equivalent
- Strong desire and ability to influence, educate, and connect customers to technology solutions
- Cash handling experience
Job Duties
- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings
- Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements
- Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – partnering with other branch team members to help achieve their financial goals
- Perform branch operations, including managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Job Criteria
Experience
No experience required
Job Location
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