Client-First Banker & FinTech Guide

Next Frontier Capital; New York (NY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

On-site wellness centers

Job summary

Chase is seeking an Associate Banker to deliver hospitality and banking solutions in our branch. You will greet clients, open accounts, and guide them through digital tools like Chase Mobile and Chase.com to meet their financial goals.

You'll build trusted relationships, encourage teamwork, and stay compliant with policies while handling daily operations and cash processes as needed. This role emphasizes service, accuracy, and customer care.

Qualifications

• Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
• Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
• Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
• Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
• Ability to quickly and accurately learn products, services, and procedures.
• Client service experience or comparable experience.
• High school diploma or GED equivalent.
• Strong desire and ability to influence, educate, and connect customers to technology solutions.
• Cash handling experience.

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

Relationship building

Communication

Issue resolution

Team collaboration

Learning new products

Cash handling

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver hospitality and banking solutions in our branch. You will greet clients, open accounts, and guide them through digital tools like Chase Mobile and Chase.com to meet their financial goals.

You'll build trusted relationships, encourage teamwork, and stay compliant with policies while handling daily operations and cash processes as needed. This role emphasizes service, accuracy, and customer care.