Client-First Banker: Relationship Builder & Tech Advocate

Next Frontier Capital

Town of Monroe (NY)

On-site

USD 42,000 - 65,000

Full time

14 days+
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Job summary

Chase is seeking an Associate Banker to deliver hospitable, client‑focused service using the latest banking technology. You will build trusted relationships, share product knowledge, and help clients reach their financial goals in a busy branch environment.

Responsibilities include greeting clients, opening accounts, guiding them through self‑service tools like the Chase Mobile App, and collaborating with team members to exceed service standards.

Qualifications

  • Client-first mindset with friendly, attentive service.
  • Ability to greet and assist clients, showing empathy.
  • Strong communication to understand client needs and explain solutions.

Responsibilities

  • Create a welcoming environment and greet clients on entry, manage lobby flow, schedule meetings.
  • Provide account servicing, maintenance, and assistance with opening new accounts, following procedures.
  • Educate clients on day-to-day banking and self-service options (mobile app, online, ATMs).
  • Build relationships by listening, asking questions, and partnering with branch team to meet goals.
  • Handle branch operations and cash devices following policies.

Skills

Client service
Relationship building
Effective communication
Problem solving
Team collaboration
Learning new products

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker to deliver hospitable, client‑focused service using the latest banking technology. You will build trusted relationships, share product knowledge, and help clients reach their financial goals in a busy branch environment.

Responsibilities include greeting clients, opening accounts, guiding them through self‑service tools like the Chase Mobile App, and collaborating with team members to exceed service standards.

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