Client-Centric Banker: Financial Guidance & Tech Tools

Fairygodboss; New City (NY); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health care

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking an Associate Banker to represent our brand with hospitality, delivering tailored banking solutions using the latest fintech tools. You will build trusted client relationships and help customers achieve their financial goals through service excellence.

The role emphasizes welcoming service, accurate account handling, and collaboration with branch teammates to ensure a seamless client experience across channels.

Qualifications

• Client service experience or comparable experience.
• Ability to build trusted relationships with clients.
• Clear and polite communication to understand and help clients.

Responsibilities

• Create a welcoming environment and greet clients entering the branch.
• Provide account servicing, open new accounts, and comply with policies and regulations.
• Educate clients on day-to-day banking and technology self-service options.
• Listen actively to clients, ask questions, and partner with team members to reach financial goals.
• Handle branch operations and cash devices while following bank procedures.

Skills

Client Service

Relationship Building

Communication

Teamwork

Product Knowledge

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to represent our brand with hospitality, delivering tailored banking solutions using the latest fintech tools. You will build trusted client relationships and help customers achieve their financial goals through service excellence.

The role emphasizes welcoming service, accurate account handling, and collaboration with branch teammates to ensure a seamless client experience across channels.