Virtual Banker III: Build Lasting Client Relationships

Testing Site - JPMC; Columbus (OH); On-site; USD 65,000 - 80,000; Full time

Job summary

Chase is seeking a Virtual Banker III to manage a portfolio of affluent clients, leveraging Chase Mobile App and online channels to deliver tailored financial solutions. You will engage clients via phone and video, guiding them through products and services while coordinating with experts for complex needs.

The role emphasizes relationship-building, excellent communication, and adherence to banking policies.

Qualifications

• 2+ years of Branch Banking or equivalent experience in financial services.
• Demonstrated client-first attitude with hospitable and friendly experience.
• Excellent communication via phone, video, and email.
• Ability to work collaboratively as a team to deliver seamless service.
• Commitment to operating within risk parameters and compliance obligations.
• High school diploma, GED, or equivalent.
• Proven client service experience or comparable experience.
• Preferred: experience cultivating relationships with affluent clients; college degree or military equivalent.

Responsibilities

• Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations.
• Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs.
• Partner with One Chase Partners to connect customers to experts for specialized needs.
• Demonstrate excellent communication skills to engage customers and resolve issues.
• Influence and connect customers to technology and One Chase products.
• Adhere to policies, procedures, and regulatory requirements within risk parameters.
• Achieve or exceed performance metrics related to client engagement and referrals.
• Foster a welcoming atmosphere and cultivate relationships with affluent clients.
• Lead in delivering an outstanding experience to Chase customers.

Skills

Relationship-building

New client acquisition

Excellent communication

Team collaboration

Risk and compliance

Education

High school diploma

College degree or military equivalent

Job description

Chase is seeking a Virtual Banker III to manage a portfolio of affluent clients, leveraging Chase Mobile App and online channels to deliver tailored financial solutions. You will engage clients via phone and video, guiding them through products and services while coordinating with experts for complex needs.

The role emphasizes relationship-building, excellent communication, and adherence to banking policies.