Verified Job
Accounting - Finance
Full Time 40 Hours Associate BankerME FLOATING Columbia University New York NY
Accounting - Finance
#479440
Remote / WFH
Job Description
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker-Market Expansion Float in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
• Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
• Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer customers
• Provides proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals
• Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
• Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
• Shares best practices across supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
• 6+ months of customer service experience
• High school diploma or GED equivalent
• Ability to travel as required
Preferred qualifications, capabilities, and skills
• Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
• Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
• Strong desire and ability to influence, educate, and connect customers to technology
• Cash handling experience
As an Associate Banker-Market Expansion Float in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
• Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
• Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer customers
• Provides proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals
• Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
• Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
• Shares best practices across supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
• 6+ months of customer service experience
• High school diploma or GED equivalent
• Ability to travel as required
Preferred qualifications, capabilities, and skills
• Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
• Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
• Strong desire and ability to influence, educate, and connect customers to technology
• Cash handling experience
