Client-First Banker: Build Relationships & Solutions

J.P. Morgan; New York (NY); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Health care

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase, a leading financial services firm, is seeking an Associate Banker in New York to deliver welcoming, high-touch service in the branch. You will greet clients, assist with transactions, and introduce clients to the team of experts to meet their financial goals.

You will educate clients on Chase Mobile App, Chase.com, and ATM usage, while building trusted relationships through attentive service and product knowledge. This role emphasizes collaboration and compliance.

Qualifications

• Client service experience or comparable experience.
• Ability to build trusted relationships with clients.
• Ability to engage clients with clear and polite communication.
• Ability to quickly and accurately learn products, services, and procedures.

Responsibilities

• Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch.
• Exceed client expectations while assisting with day-to-day transactions and opening new accounts.
• Educate clients on using technology self-service options (Chase Mobile App, Chase.com, ATMs).
• Build meaningful relationships with clients by listening, asking questions, and sharing product knowledge with experts.
• Perform branch operations, including cash devices, while following policies and procedures.

Skills

Client service

Relationship building

Communication

Problem solving

Team collaboration

Education

High school diploma or GED

Job description

Chase, a leading financial services firm, is seeking an Associate Banker in New York to deliver welcoming, high-touch service in the branch. You will greet clients, assist with transactions, and introduce clients to the team of experts to meet their financial goals.

You will educate clients on Chase Mobile App, Chase.com, and ATM usage, while building trusted relationships through attentive service and product knowledge. This role emphasizes collaboration and compliance.