CrawlJobs Logo

Associate Banker

themuse.com Logo

The Muse

Location Icon

Location:
United States , The Woodlands

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.

Job Responsibility:

  • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
  • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements
  • Educate clients on how 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 - introducing them to our team of experts 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

Requirements:

  • 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

Nice to have:

  • Strong desire and ability to influence, educate, and connect customers to technology solutions
  • Cash handling experience
What we offer:
  • comprehensive health care coverage
  • on-site health and wellness centers
  • a retirement savings plan
  • backup childcare
  • tuition reimbursement
  • mental health support
  • financial coaching

Additional Information:

Job Posted:
January 15, 2026

Employment Type:
Parttime
Work Type:
On-site work
Icon
The Muse - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Associate Banker

Associate Banker

The Associate Banker 2 is a developing professional role. Applies specialty area...
Location
Location
United Arab Emirates , Dubai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years relevant experience
  • Knowledge of investments is required
  • banking and credit products desirable
  • Ability to manage relationships both internal and external
  • Ability to multi-task
  • AMFI, NSFI certifications preferred
  • Bachelor's/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
  • Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
  • Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients
  • Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
  • Assist the Banker in deepening the existing client relationship through deep-dive analysis
  • Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
  • Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc
  • Provide complete service support to client, including solving complex client inquiries
  • Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
  • Appropriately assess risk when business decisions are made
  • Fulltime
Read More
Arrow Right

Associate Banker

Join us as an Associate Banker within our Mid-Corporate team in Southampton or R...
Location
Location
United Kingdom , Southampton; Reading
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrating a track record in business development and winning new clients
  • Credit writing to support lending decisions
  • Building and maintaining effective relationships to deliver commercial outcomes
  • Developing trusted relationships with customers and internal stakeholders
  • Providing high-quality client service and clear, professional communication
  • Effective planning, prioritisation, and organisational skills
Job Responsibility
Job Responsibility
  • Support and contribute to the growth of one or more relationship-managed portfolios across UK Corporate Banking
  • Work closely with one or more Bankers and/or Associate Bankers to delight customers and maximise overall satisfaction and advocacy
  • Support business development activity, including identifying and winning new business opportunities
  • Contribute to credit analysis and credit writing to support lending decisions
  • Proactively engage broader client and colleague support functions to help deliver tailored solutions
  • Support Relationship Directors and managers with the growth of their portfolio
  • Follow, improve and strengthen of controls wherever possible, working collaboratively with Relationship Director to proactively identify and manage risk
  • Relationship management with Product and Group Partners and act as a conduit for the portfolio
  • Deliver Products and Services to meet the needs of our clients and balance both short- and long-term consideration
  • Provision of Support to Relationship Managers/Directors, such as supporting client contact strategy, Annual Reviews and the maintenance of client account plans
What we offer
What we offer
  • Wellness rooms
  • Gyms
  • Mental health support
  • Modern workspaces
  • Collaborative areas
  • State-of-the-art meeting rooms
  • On-site cafeterias
  • Fitness centers
  • Tech-equipped workstations
  • Fulltime
Read More
Arrow Right

Underwriter

The Citi Wealth Residential Real Estate Mortgage Underwriter will serve as a pri...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CeMAP qualified (or equivalent)
  • Strong Mortgage Regulatory knowledge and experience in the UK (and EU is preferable)
  • Strong and proven analytical, financial structuring and execution skills
  • Experience with regulatory internal and external audits beneficial
  • Bachelor's/University degree or equivalent experience
  • Excellent communication (verbal and written) and interpersonal skills
  • Ability to work under pressure and multi-task to tight deadlines
  • Good negotiation skills
  • Strong initiative and interactive approach to problem solving
  • Display flexibility and independence in a demanding environment
Job Responsibility
Job Responsibility
  • Serve as primary contact for mortgage throughout the process
  • Structure and underwrite residential mortgage loans in accordance with established Product Programs
  • Prepare, maintain and communicate pipeline
  • Primary point of contact for obtaining credit documents and clearing underwriting conditions
  • Provide regular input to Bankers, Associate Bankers and management
  • Responsible for all activities from applications through underwriting submission
  • Assist with residential real estate portfolio management audits, reviews, and performance reporting
  • Assist with residential real estate projects across portfolio and technical developments
  • Fulltime
Read More
Arrow Right

Residential Real Estate Mortgage Underwriter

The Citi Wealth Residential Real Estate Mortgage Underwriter will serve as a pri...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CeMAP qualified (or equivalent)
  • Strong Mortgage Regulatory knowledge and experience in the UK (and EU is preferable)
  • Strong and proven analytical, financial structuring and execution skills
  • Experience with regulatory internal and external audits beneficial
  • Bachelor's/University degree or equivalent experience
  • Excellent communication (verbal and written) and interpersonal skills
  • Ability to work under pressure and multi-task to tight deadlines
  • Good negotiation skills
  • Strong initiative and interactive approach to problem solving
  • Display flexibility and independence in a demanding environment
Job Responsibility
Job Responsibility
  • Serve as primary contact for mortgage process from inquiry to closing
  • Structure and underwrite residential mortgage loans in accordance with established Product Programs
  • Prepare, maintain and communicate pipeline
  • Primary point of contact for obtaining credit documents and clearing underwriting conditions
  • Provide input to Bankers, Associate Bankers and management
  • Responsible for all activities from applications through underwriting submission
  • Assist with residential real estate portfolio management audits, reviews, and performance reporting
  • Assist with residential real estate projects
  • Obtain relevant information from all parties in the lending cycle
  • Function as part of a deal team
  • Fulltime
Read More
Arrow Right

Client Onboarding Project Specialist

The Client Onboarding Project specialist will play a key role in driving process...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree or equivalent experience in Business, Finance, Project Management, or a related field
  • Strong project management and coordination skills, including experience with project plans, stakeholder tracking, and status reporting
  • 3+ years of experience in client onboarding, account maintenance, or operations within financial services (Wealth management or corporate banking preferred)
  • Exposure to project methodologies (Agile, PM/ PRINCE 2 certification or similar) is required
  • Proficiency with MS Office (Excel, PowerPoint, Project, or equivalent tools)
  • Excellent communication, organization, and analytical skills
  • Demonstrated ability to challenge existing processes constructively and support continuous improvement
  • Strong risk and control awareness, ensuring adherence to internal policies and regulatory standards
  • English fluency (written and spoken) required
Job Responsibility
Job Responsibility
  • Support the delivery of Client transformation initiatives, including process redesign, automation, and operational efficiency projects
  • Manage project tasks, track milestones, and maintain documentation (plans, benefit logs, misregisters, etc)
  • Act as the Business Activity Owner for Suppliers /Vendors which may fall under the Scope of the Team
  • Collaborate with cross-functional teams (Onboarding, Account Maintenance, Technology, compliance, Risk & Business) to implement process and system enhancements
  • Provide subject matter expertise in client onboarding processes, documentation requirements, and system flows to ensure operational feasibility of proposed changes
  • Participate in defining and documenting new procedures, user stories, and training material to support adoption of new processes or tools
  • Support the monitoring of project performance metrics such as cycle time, good-order submissions, and rework rates
  • Identify and escalate potential risks or issues, ensuring proactive follow-up and timely resolution
  • Facilitate working groups or feedback sessions with bankers, associate bankers, and operations teams to identify improvement opportunities
  • Contribute to building a culture of ownership and accountability, ensuring changes are embedded and sustainable
What we offer
What we offer
  • Paid Parental Leave Program (maternity and paternity leave)
  • A supportive workplace for professionals returning to the office from childcare leave
  • Award-winning pension plan
  • multisport
  • holiday allowance
  • Private Medical Care Program
  • Group Life Insurance
  • Consideration for annual discretionary bonus
  • Employee Assistance Program
  • Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
  • Fulltime
Read More
Arrow Right

Governance Team Head, Compliance

Our client, a well-established financial institution, is seeking a Governance Te...
Location
Location
Canada , Richmond Hill
Salary
Salary:
90000.00 - 110000.00 USD / Year
https://www.randstad.com Logo
Randstad
Expiration Date
June 04, 2026
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Business, Finance, Law, or a related discipline
  • Minimum 10 years of experience in AML and Regulatory Compliance within a financial services environment
  • Demonstrated experience liaising with regulatory bodies and responding to regulatory inquiries or examinations
  • Strong working knowledge of AML/ATF and regulatory compliance frameworks applicable to Canadian financial institutions
  • Experience interacting with regulators such as Office of the Superintendent of Financial Institutions, Financial Consumer Agency of Canada, Financial Transactions and Reports Analysis Centre of Canada, and Canada Deposit Insurance Corporation
  • Experience representing institutions in industry forums such as the Canadian Bankers Association or compliance conferences hosted by Association of Certified Anti-Money Laundering Specialists is considered an asset
  • Demonstrated experience managing projects or initiatives with a compliance or regulatory component
  • Strong leadership, stakeholder management, and communication skills
  • Fluency in Mandarin (preferred) and/or Cantonese is considered an asset but is not required
Job Responsibility
Job Responsibility
  • Update and maintain comprehensive AML and Regulatory Compliance policies, procedures, and internal controls to align with evolving regulatory requirements and industry best practices
  • Manage and support the preparation of timely responses to regulatory requests for information (RFIs) and inquiries from regulatory bodies and auditors
  • Assist with risk assessments, compliance testing, and quality assurance activities to ensure the effectiveness of AML and compliance programs
  • Develop and deliver compliance training materials aligned with departmental policies and regulatory requirements
  • Serve as a Compliance Subject Matter Expert (SME) for technology enhancement initiatives, new product launches, and enterprise-wide projects
  • Collaborate with cross-functional teams to gather metrics and produce governance and compliance reporting for senior management and the Board of Directors
  • Provide leadership, coaching, and mentorship to a team of analysts to ensure successful delivery of governance initiatives and regulatory commitments
  • Support broader compliance initiatives and perform ad hoc governance and regulatory projects as required
What we offer
What we offer
  • Opportunity to lead a critical governance function within a well-established financial institution
  • Exposure to senior leadership and Board-level reporting within the compliance framework
  • Involvement in bank-wide regulatory, AML, and compliance initiatives
  • Ability to influence policy development, governance frameworks, and compliance best practices
  • Leadership role with mentorship and team development responsibilities
  • Participation in industry forums and regulatory engagement opportunities
  • Fulltime
Read More
Arrow Right

Associate Banker – Financial Institutions

As a Barclays Associate Banker within the International Corporate Banking team, ...
Location
Location
Germany , Frankfurt am Main
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Knowledge of Corporate Banking product suite: Payments, Liquidity, FX, Lending, Trade & Working Capital
  • Experience in Customer Due Diligence procedures, awareness of Financial Crime policy and procedures
  • Knowledge of associated risks, compliance, KYC and management of same, Credit risk analysis skills
  • Understanding client’s complex requirements and positioning products that meet the client’s requirements and are the right products
  • Ability to manage KYC requirements, client onboarding, banking service management and internal/external stakeholder engagement and co-ordination
Job Responsibility
Job Responsibility
  • Managing Customer relationships, business development, product knowledge, and researching solutions to meet customers’ needs using market and industry information
  • Acting as a principal point of contact and assisting with day-to-day portfolio management
  • Managing assigned clients and engaging with product specialists to identify new opportunities for the Bank and providing the best possible service to their clients
  • Working with internal and external stakeholders to support retaining and growing client relationships and the portfolio and delivering banking products
  • Dealing with all aspects of onboarding, Know Your Customer (KYC) and Customer Due Diligence process and annual credit review and ensuring compliance with mandatory Risk policies and procedures
  • Developing relevant sector, client and product knowledge using development tools, learning resources and actively share your skills and knowledge with your colleagues
  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
What we offer
What we offer
  • Wellness rooms
  • gyms
  • mental health support
  • modern workspaces
  • collaborative areas
  • state-of-the-art meeting rooms
  • on-site cafeterias
  • fitness centers
  • tech-equipped workstations
  • Fulltime
Read More
Arrow Right
New

Banker, Associate to VP

** This position will be under the Employee Referral Program in Hong Kong. Summa...
Location
Location
Hong Kong , Hong Kong
Salary
Salary:
Not provided
credit-agricole.com Logo
Crédit Agricole
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong command of Power Point presentations and Excel spreadsheet skills
  • Excellent oral and written skills
  • self-motivated and result driven
  • Attention to details
  • Good interpersonal skills with effective communication style, a collaborative team player
  • Ability to work under pressure and tight time-frames
  • Good understanding of corporate finance products with good foundation of legal and accounting principles
  • Knowledge of risk/credit analysis methodology in the context of complex structured finance transactions
Job Responsibility
Job Responsibility
  • Support PCG Asia senior bankers in marketing and internal co-ordination activities
  • Potential coverage of selected PAM accounts
  • Assist and support the Head of Private Capital Group (“PCG”) Asia and other PCG Asia senior bankers to fulfil their duties in achieving the group / team target
  • Closely work with PCG global teams on transactions, problem solving, knowledge sharing and client coverage
  • Work with PCG Asia junior(s) on day to day tasks
  • Close coordination with APAC regional management, SCOs, local coverage bankers, sectors teams, product teams, support teams (RPC, Compliance etc.) and contributing to internal budgeting, KYC monitoring, coverage support memos, client meeting organization & tracking, ClientLive management and credit exposure monitoring
  • Where relevant, delegating this to more junior team members under close supervision
  • Selective account coverage could be envisaged or progressively accommodated
  • Assist and support PCG Asia coverage bankers in: The successful implementation of our overall objectives with financial sponsors, including contribution to planning of coverage activity
  • In regular dialogue with APAC country coverage teams and various product teams in planning, tracking transactions and portfolios in relevant countries
  • Fulltime
Read More
Arrow Right