Elite Virtual Banker for Affluent Clients

Aumni; Columbus (OH); Remote; USD 55,000 - 85,000; Full time

Job summary

Chase is seeking a Virtual Banker III to manage a portfolio of clients virtually, delivering hospitality-centered service and guidance on Chase products through phone and video. You will connect clients with experts for specialized needs while upholding risk and compliance requirements.

The role emphasizes building relationships with affluent clients, driving engagement, and promoting digital tools like the Chase Mobile App and Chase.com to enhance the banking experience.

Qualifications

• 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
• Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
• Strong relationship-building skills, showing genuine care and concern during client interactions.
• Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
• Proficiency in quickly and accurately learning products, services, and procedures.
• Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
• Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
• Proven client service experience or comparable experience.
• High school diploma, GED, or equivalent.

Responsibilities

• Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
• Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
• Partner with One Chase Partners to connect customers to experts for specialized financial needs.
• Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
• Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
• Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
• Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
• Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
• Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
• Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.

Skills

Relationship-building

Branch Banking

Customer Service

Communication Skills

Product Knowledge

Education

High School Diploma

Job description

Chase is seeking a Virtual Banker III to manage a portfolio of clients virtually, delivering hospitality-centered service and guidance on Chase products through phone and video. You will connect clients with experts for specialized needs while upholding risk and compliance requirements.

The role emphasizes building relationships with affluent clients, driving engagement, and promoting digital tools like the Chase Mobile App and Chase.com to enhance the banking experience.