Virtual Banker II: Client-First Advisor

Aumni; Columbus (OH); Remote; USD 42,000 - 56,000; Full time

Job summary

Chase is seeking a Virtual Banker II to deliver hospitality-focused service in consumer banking. You will engage clients via phone and video, offering tailored financial solutions and guiding them to Chase experts when needed. Training emphasizes compliance and customer care.

You will work with One Chase Partners to connect clients to specialists, promote digital tools, and achieve strong engagement and referral metrics while maintaining a warm client experience.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with success in acquiring new clients and expanding relationships.
• Client-first attitude with the ability to create a hospitable, friendly experience.
• Strong relationship-building skills and genuine care for clients during interactions.
• Excellent communication over phone, video, and email; quick product and procedure learning.
• Ability to work collaboratively to deliver seamless service with care and sincerity.
• Commitment to risk parameters and compliance requirements, with completed training.
• Proven client service experience or comparable background.
• High school diploma, GED, or equivalent.

Responsibilities

• Foster a welcoming atmosphere with attentive, client-first service and collaboration to provide suitable solutions.
• Exceed client expectations and maintain a warm, inviting environment.
• Handle inbound/outbound communications, identify financial needs, and offer personalized solutions.
• Build strong client relationships through listening, questions, and exceptional service; refer to experts as needed.
• Partner with One Chase Partners to connect customers to specialists for advanced needs.
• Guide clients to self-service options like the Chase Mobile App, Chase.com, and ATMs.
• Meet or exceed performance metrics related to client engagement and referrals.
• Stay informed about Chase products, services, and industry trends; resolve issues promptly.

Skills

Sales Experience

Client-first Attitude

Relationship Building

Excellent Communication

Learning Quickly

Team Collaboration

Risk & Compliance

Client Service Experience

Education

High School Diploma or GED

Tools

Chase Mobile App

Chase.com

ATMs

Job description

Chase is seeking a Virtual Banker II to deliver hospitality-focused service in consumer banking. You will engage clients via phone and video, offering tailored financial solutions and guiding them to Chase experts when needed. Training emphasizes compliance and customer care.

You will work with One Chase Partners to connect clients to specialists, promote digital tools, and achieve strong engagement and referral metrics while maintaining a warm client experience.