Virtual Banker: Affluent Client Relationships (Remote)

Next Frontier Capital; Columbus (OH); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is hiring a Virtual Banker III in a remote role, serving a select group of clients virtually. You will build lasting relationships, guide clients through self-service tools, and coordinate with One Chase Partners to connect customers to experts for sophisticated financial needs.

The role emphasizes hospitality, strong communication, and a proactive approach to delivering tailored product recommendations and a high-quality client experience.

Qualifications

• Demonstrate success with a relationship-based approach to acquire and deepen client relationships.
• 2+ years in branch banking or equivalent with success in new client acquisition and revenue generation.
• Hospitable, client-first attitude to create a friendly experience.
• Strong relationship-building and care during client interactions.
• Excellent communication over phone, video, and email.
• Ability to learn products, services, and procedures quickly.
• Collaborative team player delivering seamless service with care.
• Adherence to risk, policies, and regulatory training.
• Proven client service experience or equivalent.
• English and Spanish fluency required.

Responsibilities

• Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations.
• Guide and set up self-service options like mobile apps and online channels.
• Connect customers to experts for specialized financial needs.
• Demonstrate excellent communication skills to engage customers and resolve issues promptly.
• Educate customers and connect them to technology solutions and One Chase products.
• Adhere to policies, procedures, and regulatory requirements; operate within risk parameters.
• Aim to meet or exceed performance metrics related to client engagement and referrals.
• Create a welcoming atmosphere and cultivate relationships with affluent clients.
• Lead in delivering an outstanding experience to Chase customers and contribute to the Virtual Bank.
• Cultivate relationships with affluent clients, tailoring features and benefits to diverse needs.

Skills

Relationship-building

Communication

Customer service

Learning banking products

Team collaboration

Bilingual English/Spanish

Education

High school diploma/GED

Job description

Chase is hiring a Virtual Banker III in a remote role, serving a select group of clients virtually. You will build lasting relationships, guide clients through self-service tools, and coordinate with One Chase Partners to connect customers to experts for sophisticated financial needs.

The role emphasizes hospitality, strong communication, and a proactive approach to delivering tailored product recommendations and a high-quality client experience.