Customer-First Banker & Tech-Savvy Advisor

Aumni; New York (NY); On-site; USD 42,000 - 68,000; Full time

Job summary

Chase is seeking an Associate Banker in New York to deliver warm, attentive service at the branch and help clients achieve their financial goals. You will greet clients, guide them through using Chase digital solutions, and open new accounts while ensuring compliance with all policies and regulations.

Candidates should have a high school diploma or GED and experience in client service, with proficiency in English and Cantonese.

Qualifications

• Client service experience or comparable experience.
• Bilingual English and Cantonese required.
• Strong interpersonal and communication skills.

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 experience

Bilingual English Cantonese

Excellent listening

Education

High school diploma or GED

Job description

Chase is seeking an Associate Banker in New York to deliver warm, attentive service at the branch and help clients achieve their financial goals. You will greet clients, guide them through using Chase digital solutions, and open new accounts while ensuring compliance with all policies and regulations.

Candidates should have a high school diploma or GED and experience in client service, with proficiency in English and Cantonese.