Associate Banker - Me
CurrentProvide initial contact for many customers as they complete their banking needs to work toward their financial goals.Build meaningful relationships with clients and educate customers on Chase banking technologies.Contribute significantly to the success of the branch by delivering exceptional customer experiences, fostering long-lasting relationships, and introducing customers to our licensed bankers. While at the same time, provide Deposit Account Opening/Closing, Credit Card opening, CD and IRA Renegotiations, Ownership/Signer Change, Wire Transfer, and 60+ other transaction types.Provide elevated level of customer service through friendly approach, strong professionalism, and timely assistance with customer transactions, while settling deposits, adding cash, & auditing as the custodian of multiple entities such as ATM’s, Safe Deposit Boxes, and Bank Vault which at times house hundreds of thousands of dollars.→ Rapidly and efficiently prepare customer and ATM cash & change orders, execute customer transactions, including deposits, withdrawals, money orders and cashier’s checks, while also executing wire transfers, & stop payments.→ Uphold strict financial controls by keeping funds secure and accurately transferring monies.→ Assist the Lead Auditor in planning and managing audit mandates (surprise audits / scheduled audits), including documentation of work performed, management of costs, and time for the mandates.→ Prepare audit reports to management documenting the work performed and if audit issues were identified, provide recommendations to address the issues.→ Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering and Fraud Protection.→ Resolve a variety of simple to complex in banking center customer maintenance requests and inquiries.