CrawlJobs Logo

Associate Banker

United States, The Woodlands · Job Posted January 15, 2026
Apply Position
Job Link Share

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

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Associate Banker

8 matching positions

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

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 – Industry/Country Coverage

Structures, analyzes and executes transactions on behalf of companies in the nat...
Location
Location
United States , New York
Salary
Salary:
175000.00 - 225000.00 USD / Year
nytimes.com Logo
The New York Times
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, or a related field and two (2) years of experience in the job offered or in a related role
  • Prior experience must include two (2) years with the following: building and reviewing financial models in Excel or related spreadsheet tools, including analyzing and manipulating data using pivot tables and conducting sensitivity analyses
  • maintaining working knowledge and overseeing projects within in the Natural Resources sector, including Oil & Gas, Chemicals and Infrastructure sectors
  • managing and coordinating multiple work streams with senior managers or various product experts across the company
  • developing client relationships including preparing materials tailored to client needs and strategic goals and providing technical support
  • Interacting with clients in a manner that promotes continued engagement in future projects
  • interpreting data to develop presentations and present to senior managers on business related topics related to corporate strategy, financial results, and operational targets
  • and preparing project proposal materials to aid in deal origination by utilizing valuation analyses and risk/returns dynamics
  • Up to 10% domestic or international required for business meetings
Job Responsibility
Job Responsibility
  • Structures, analyzes and executes transactions on behalf of companies in the natural resources sector
  • Reviews proprietary financial models, such as M&A, DCF, and LBO valuations in the natural resources sector
What we offer
What we offer
  • All travel expenses paid by the firm
  • Fulltime
Read More
Arrow Right

Associate Banker - London Real Estate

Join us as an Associate Banker within our London Real Estate team, where you wil...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • a clear client focus, with the ability to understand client needs and deliver a high-quality experience
  • experience in banking, financial services or a related field, with a good understanding of financial products
  • sound business acumen, with the ability to interpret financial information and identify growth opportunities
  • effective communication and stakeholder management skills, with awareness of risk, controls and corporate banking operations
Job Responsibility
Job Responsibility
  • support Relationship Directors and Managers in delivering an excellent service to some of the Bank’s largest and most complex clients
  • strengthen client relationships, maintain a clear client focus, and identify opportunities for growth
  • support the delivery of tailored financial solutions aligned to client needs
  • contribute to effective portfolio management, support client strategies and annual reviews, and assist in attracting new business into the Large Corporate franchise
  • maintain a focus on risk and control, ensuring activities are delivered accurately and in line with regulatory expectations
  • Fulltime
Read More
Arrow Right

Associate Banker - FIG

Join us as an Associate Banker within the Financial Institutions Group (FIG) in ...
Location
Location
United Arab Emirates , Dubai
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Knowledge of Corporate Banking products including Payments, Liquidity, FX, Lending and Trade Finance
  • Experience supporting KYC/CDD processes with awareness of Financial Crime and regulatory requirements
  • Understanding of credit, operational and compliance risk within Corporate or Institutional Banking
  • Strong organisational, communication and stakeholder management skills
  • Ability to understand client requirements and support delivery of appropriate banking solutions
Job Responsibility
Job Responsibility
  • Support Relationship Directors in managing and developing client relationships across the FIG portfolio
  • Coordinate client onboarding, product implementation, and ongoing servicing activities
  • Prepare client presentations, meeting materials, and relationship plans
  • Maintain regular engagement with clients and internal stakeholders to deliver high-quality service and client outcomes
  • Support annual client reviews and identify opportunities to enhance client relationships and product penetration
  • Maintain accurate pipeline, lead, and client activity records within Salesforce
  • Handle client queries relating to deposits, payments, and day-to-day banking requirements
  • Coordinate KYC and onboarding requirements with internal compliance teams, including periodic refresh activities
  • Support Enhanced Due Diligence, AML, and Financial Crime processes in line with Barclays policies and regulatory requirements
  • Ensure adherence to internal governance, operational risk, and credit conformance procedures
What we offer
What we offer
  • Wellness rooms
  • On-site cafeterias
  • Fitness centers
  • Tech-equipped workstations
  • Health and wellness access
  • Mental health support
  • Inclusive culture
  • Collaborative areas
  • Fulltime
Read More
Arrow Right

Mid-Corp Associate Banker

The Commercial Banking business in Hungary is seeking a Mid-Corp Associate Banke...
Location
Location
Hungary , Budapest
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4-8 years of experience
  • Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
  • Demonstrates core credit analytical skills
  • Possesses advanced understanding of accounting principles, financial modelling and statement analysis
  • Holds an intermediate level of Early Warning Detection skills
  • Commands ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
  • Fluent oral and written Hungarian and English is required to perform role effectively
  • Ability to work effectively in team setting
  • Excellent interpersonal, communication and influencing skills
  • A self-starter, with positive/can-do approach, embraces changes and is bold
Job Responsibility
Job Responsibility
  • Business origination support: completion of industry and company research and preparation of financial analysis (cash flow, balance sheet, income statement analysis)
  • Supports the Senior Relationship Managers in the structuring of deals that balance risk and reward
  • Prepares / oversees new transaction memo proposals & annual credit reviews for the submission to the in-business credit lending management and independent risk departments
  • Provide support to the daily activities of the relationship manager including account maintenance or servicing related matters
  • Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues
  • Proactively owns, responds to, uncovers and anticipates future client needs, roadblocks or risks and expectations
  • Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs in the cash management, working capital or strategic financing fields
  • Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met
  • Identifies cross-sell opportunities to deepen and increase share of wallet
  • Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
What we offer
What we offer
  • Cafeteria Program
  • Home Office Allowance (for colleagues working in hybrid work models)
  • Paid Parental Leave Program (maternity and paternity leave)
  • Private Medical Care Program and onsite medical rooms at our offices
  • Pension Plan Contribution to voluntary pension fund
  • Group Life Insurance
  • Employee Assistance Program
  • Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
  • Flexible work arrangements to support you in managing work - life balance
  • Career progression opportunities across geographies and business lines
  • Fulltime
Read More
Arrow Right

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

ICB Coverage - Inbound Associate Banker

Join Barclays as an ICB Coverage - Inbound Associate Banker. At Barclays, our vi...
Location
Location
United States , New York
Salary
Salary:
75000.00 - 125000.00 USD / Year
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Ample understanding of risk management, complaints handling, fraud awareness, and data integrity
  • Experience following standard operating procedures (onboarding, KYC reviews, operational processes)
  • High attention to detail to ensure documentation is complete, accurate, and audit-ready
  • FINRA registrations: SIE, Series 63, and 79 or willingness to obtain
Job Responsibility
Job Responsibility
  • Serve as the primary point of contact for day-to-day client inquiries, delivering consistent, high-quality service with professionalism and responsiveness
  • Support client needs across onboarding, KYC refreshes, refunds, reviews, and operational requests while adhering to established policies and procedures
  • Bring strong risk awareness, including fraud prevention, complaints handling, and data integrity standards
  • Fulltime
Read More
Arrow Right