Client Experience Banker

Fairygodboss; Hauppauge (NY); On-site; USD 40,000 - 60,000; Full time

Job summary

Chase is seeking an Associate Banker to represent our brand with hospitality, using the latest banking solutions and friendly service. You will help clients achieve their financial goals by building trusted relationships and guiding them to appropriate products.

The role focuses on welcoming customers, opening accounts, servicing transactions, and leveraging digital tools to enhance the client experience while staying compliant with policies.

Qualifications

• Ability to put clients first and exceed expectations.
• Ability to build trusted relationships with clients.
• Ability to engage clients and understand their needs.
• Ability to quickly resolve client issues with attention to detail.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow.
• Exceed client expectations by servicing accounts and opening new ones.
• Educate clients on day-to-day banking and digital self-service options.
• Build relationships by listening, asking questions, and partnering with branch team.
• Perform branch operations and cash handling in line with policies.

Skills

Customer focus

Relationship building

Communication

Problem solving

Teamwork

Learning agility

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to represent our brand with hospitality, using the latest banking solutions and friendly service. You will help clients achieve their financial goals by building trusted relationships and guiding them to appropriate products.

The role focuses on welcoming customers, opening accounts, servicing transactions, and leveraging digital tools to enhance the client experience while staying compliant with policies.