Virtual Banker II: Elevate Client Experience

Testing Site - JPMC; Detroit (MI); On-site; USD 42,000 - 66,000; Full time

Job summary

Chase is seeking a Virtual Banker II within Consumer Banking to deliver hospitality and personalized financial guidance via phone and video. You will engage clients with inbound and outbound communications, offering advice and connecting them to experts to meet their needs.

Preserving a client-first mindset, you will help customers use Chase Mobile App, Chase.com, and ATMs, while meeting performance metrics and staying current with products and industry trends.

Qualifications

• 1+ year in financial services with success in new client acquisition.
• Hospitable and friendly client-first attitude.
• Strong relationship-building and communication skills.
• Ability to learn products and procedures quickly.
• Team player with collaborative mindset.
• Commitment to operating within risk parameters and training.
• Experience in retail banking or customer relationship role is a plus.
• High school diploma or GED required.

Responsibilities

• Deliver attentive and friendly service with a client-first attitude.
• Exceed client expectations and create a welcoming environment.
• Handle inbound and outbound communications to discuss needs and solutions.
• Build relationships and refer clients to experts as needed.
• Collaborate with partners to connect customers to specialists.
• Guide clients to use Chase Mobile App, Chase.com, and ATMs to enhance their banking experience.
• Achieve performance metrics related to client engagement and referrals.
• Stay informed about Chase products, services and industry trends.
• Resolve client issues promptly and accurately.

Skills

Customer service

Communication skills

Relationship building

Active listening

Teamwork

Learn quickly

Problem solving

Education

High school diploma or GED

Job description

Chase is seeking a Virtual Banker II within Consumer Banking to deliver hospitality and personalized financial guidance via phone and video. You will engage clients with inbound and outbound communications, offering advice and connecting them to experts to meet their needs.

Preserving a client-first mindset, you will help customers use Chase Mobile App, Chase.com, and ATMs, while meeting performance metrics and staying current with products and industry trends.