Client-Centric Banker Associate

Next Frontier Capital; New City (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

Chase is seeking an Associate Banker in New York to deliver welcoming, attentive service, build trusted relationships, and help clients achieve their financial goals using our latest banking solutions.

You will greet clients, open accounts, educate on mobile banking, collaborate with branch teammates, and ensure compliant operations while upholding Chase’s commitment to hospitality and inclusion. This role emphasizes in-branch service, product knowledge, and proactive client support.

Qualifications

• Client service experience or comparable experience.
• High school diploma or GED equivalent.

Responsibilities

• 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 can help them with their banking needs whenever, wherever, and however they want.
• 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, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.

Skills

Client service

Communication

Problem solving

Teamwork

Learn products

Sales experience

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker in New York to deliver welcoming, attentive service, build trusted relationships, and help clients achieve their financial goals using our latest banking solutions.

You will greet clients, open accounts, educate on mobile banking, collaborate with branch teammates, and ensure compliant operations while upholding Chase’s commitment to hospitality and inclusion. This role emphasizes in-branch service, product knowledge, and proactive client support.