Business Banking Virtual Specialist

J.P. Morgan; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

A top-tier financial services firm is seeking an enthusiastic professional to engage with Business Banking clients. The role involves conducting outreach, resolving client issues, and providing tailored banking solutions. Ideal candidates will have at least 1 year of experience in portfolio management and possess strong communication skills. A bachelor’s degree or equivalent is preferred. Join a supportive environment where your contributions can significantly impact client satisfaction.

Qualifications

• Minimum of 1 year of experience in a portfolio management role or related business/customer service experience.
• Proficient in customer contact through inbound and outbound calls and video conferencing.
• Strong written communication skills with individuals at all levels.

Responsibilities

• Conduct daily outreach through various channels to engage with Business Banking clients.
• Collaborate with service teams to resolve client issues.
• Consult with clients to understand their cash flow cycles.

Skills

Customer engagement

Relationship building

Prioritization

Communication skills

Education

Bachelor’s degree or equivalent work experience

Tools

MS Office (Outlook, Excel, Word, PowerPoint)

Job description

Employer Industry: Banking and Financial Services

Why consider this job opportunity

• Opportunity for career advancement and growth within the organization
• Supportive and collaborative work environment
• Chance to make a positive impact on client satisfaction and business success
• Engage with a diverse clientele and provide tailored financial solutions
• Work in a fast‑paced environment that values initiative and relationship‑building

What to Expect (Job Responsibilities)

• Conduct daily outreach through various channels to engage with Business Banking clients and deliver exceptional service
• Collaborate with service teams to resolve client issues and address feedback effectively
• Consult with clients to understand their cash flow cycles and recommend appropriate banking solutions
• Build relationships with clients and internal partners to facilitate referrals to specialists
• Adhere to risk management protocols and regulatory banking requirements while following established processes

What is Required (Qualifications)

• Minimum of 1 year of experience in a portfolio management role or related business/customer service experience
• Proficient in customer contact through inbound and outbound calls and video conferencing
• Strong written communication skills with individuals at all levels
• Ability to prioritize tasks and maintain a balanced work approach to achieve business objectives
• Proven ability to build relationships and influence others in a fast‑paced environment

How to Stand Out (Preferred Qualifications)

• Bachelor’s degree or equivalent work experience
• General knowledge of core Business Products and Services, including Deposit, Lending, and Cash Management
• Proficiency in MS Office tools, including Outlook, Excel, Word, and PowerPoint

We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.