Business Banking Virtual Specialist

Testing Site - JPMC; Columbus (OH); Remote; USD 60,000 - 80,000; Full time

Job summary

Chase Business Banking is seeking a dedicated Virtual Specialist to engage with Business Banking clients, providing financial solutions, education, advice, and issue resolution.

Based in our corporate office, you will partner with service teams, understand client cash flow, and refer clients to bankers or specialists to meet their needs while following risk management protocols and regulatory requirements.

Qualifications

• Minimum 1 year of portfolio management or related business/customer service experience.
• Proficient in customer contact via inbound/outbound calls and video conferencing.
• Strong written communication with internal and external stakeholders.
• Ability to prioritize and maintain a balanced work approach to achieve objectives.
• Ability to build relationships and influence others in a fast-paced environment.
• Take initiative to build rapport and assess client needs virtually to recommend solutions.

Responsibilities

• Conduct daily outreach to Chase Business Banking clients to deliver solutions and exceptional client experience.
• Collaborate with service teams to resolve issues, address survey feedback, and escalate as needed.
• Consult with clients to understand business cash flow and transactions; recommend cash management, card, payment, and credit solutions.

Skills

Customer outreach

Written communication

Relationship building

Prioritization

Influence others

Virtual collaboration

Education

Bachelor’s degree or equivalent

Tools

MS Office

Job description

If you are passionate about supporting initiatives and executing processes that enhance efficiency and elevate the client experience for Business Clients, then a role as a Business Banking Virtual Specialist is ideal for you.

As a Business Banking Virtual Specialist (BBVS) within our corporate office, you will proactively engage with Business Banking clients to enhance their banking experience and support the well‑being of their businesses by offering financial solutions, education, advice, and problem resolution.

Job responsibilities

• Conduct daily outreach through various channels (phone, email, etc.) to engage with Chase Business Banking clients and deliver an exceptional client experience by proactively providing comprehensive business banking solutions tailored to meet the financial needs and circumstances of their businesses.

• Drive a positive client experience by collaborating with relevant service teams to resolve issues, reaching out to clients to address survey feedback, and escalating matters that need further assistance or resolution.

• Consult with clients to understand their business cash flow cycle and transaction channels, identifying cash management , card, payment & credit solutions and recommend ways for clients to safeguard accounts.

• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of businesses in order to refer and connect clients with bankers or specialists who can help meet their financial needs.

• Follow all processes and protocols while protecting the firm by applying sound risk management protocols and adhering to policies, procedures, and regulatory banking requirements.

Required qualifications, capabilities, and skills

• Minimum of 1 year of experience in a portfolio management role, or related business/customer service experience.

• Proficient in having customer contact through inbound and outbound calls and video conferencing.

• Proficiency in written communication with individuals at all levels, both internally and externally.

• Ability to determine priorities and maintain a balanced work approach to achieve business objectives.

• Ability to proactively build relationships with clients and internal partners, and influence others in a fast‑paced environment to achieve desired outcomes.

• Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client.

Preferred qualifications, capabilities, and skills

• Bachelor’s degree or equivalent work experience.

• General knowledge of core Business Products and Services, including Deposit, Lending, and Cash Management.

• Proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint.