Client-First Banker: Tech-Savvy Financial Guidance

Next Frontier Capital; New York (NY); On-site; USD 40,000 - 54,000; Full time

Job summary

Chase is a leading financial services firm, dedicated to helping clients and communities. As an Associate Banker in New York, you will represent our brand with hospitality, leverage digital tools, and deliver exceptional experiences to every client.

You will build trusted relationships, greet clients, assist with transactions, open new accounts, and collaborate with branch teammates to achieve financial goals while following policies and prioritizing 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.

Responsibilities

• Create a welcoming environment by greeting clients, managing lobby flow, and scheduling meetings.
• Exceed expectations by servicing accounts and opening new accounts in compliance.
• Educate clients on day-to-day banking and self-service tech.
• Build relationships by listening, questioning, and collaborating with team.
• Handle branch operations including cash devices like vaults and ATMs per policy.

Skills

Client service experience

Relationship building

Communication skills

Problem resolution

Team collaboration

Product knowledge

Learning ability

Education

High school diploma or GED

Job description

Chase is a leading financial services firm, dedicated to helping clients and communities. As an Associate Banker in New York, you will represent our brand with hospitality, leverage digital tools, and deliver exceptional experiences to every client.

You will build trusted relationships, greet clients, assist with transactions, open new accounts, and collaborate with branch teammates to achieve financial goals while following policies and prioritizing customer care.