Client Experience Banker: Tech-Savvy & Trusted Advisor

JPMorgan Chase & Co.; Setauket (NY); On-site; USD 42,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. in Setauket, NY is seeking an Associate Banker to deliver warm, hospitality-driven service and to represent our brand in branch interactions.

You will help clients reach financial goals by explaining products, supporting day-to-day transactions, and building trusted relationships through active listening and clear guidance.

This full-time role emphasizes compliance, teamwork, and the use of digital tools like Chase Mobile App to enhance client experiences.

Qualifications

• High school diploma or GED.
• Client service experience.
• Strong communication skills.
• Ability to build trusted relationships.
• Comfort with technology and banking products.

Responsibilities

• Create a welcoming environment by greeting clients and managing lobby flow using a tablet and queueing.
• Exceed client expectations by servicing accounts, opening new accounts, and complying with policies.
• Assist clients with day-to-day transactions and using Chase Mobile App/Chase.com/ATMs.
• Build relationships by listening, asking questions, and collaborating with the team.
• Perform branch operations and handle cash devices in alignment with policies.

Skills

Client service experience

Relationship building

Effective communication

Attention to detail

Team collaboration

Tech-savvy (mobile apps)

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Setauket, NY is seeking an Associate Banker to deliver warm, hospitality-driven service and to represent our brand in branch interactions.

You will help clients reach financial goals by explaining products, supporting day-to-day transactions, and building trusted relationships through active listening and clear guidance.

This full-time role emphasizes compliance, teamwork, and the use of digital tools like Chase Mobile App to enhance client experiences.