Virtual Banking Advisor – Remote Client Care

Testing Site - JPMC; Columbus (OH); Remote; USD 42.000 - 64.000; Vollzeit

Zusammenfassung

Chase in Columbus, Ohio is seeking a Virtual Banker II within Consumer Banking to represent our brand with hospitality, using banking solutions and fintech to meet client needs. You'll engage clients via phone and video, offering advice and guiding them to specialists.

The role emphasizes client-first service, strong communication, and the ability to build lasting relationships while staying compliant with banking policies and training. Bilingual English/Spanish is required.

Qualifikationen

• 1+ year of banker or equivalent experience in financial services with revenue generation.
• Client-first attitude with hospitable and friendly service.
• Strong relationship-building and communication skills.
• Ability to learn products, services and procedures quickly.
• Collaborative team player delivering seamless service with care.
• Adherence to risk parameters and required training.
• High school diploma or GED; bilingual English/Spanish required.

Aufgaben

• Foster a welcoming atmosphere with client-first service and collaboration.
• Exceed client expectations by creating a warm, inviting environment.
• Handle inbound and outbound calls to discuss financial needs and solutions.
• Cultivate client relationships through active listening and thoughtful questions.
• Refer clients to Chase experts for specialized financial needs.
• Guide clients to Chase self-service options like mobile app and ATMs.
• Achieve targets for client engagement and referrals, staying updated on products.
• Resolve issues promptly to ensure a positive client experience.

Kenntnisse

Client-first attitude

Relationship-building

Excellent communication

Spanish fluency

Learn products quickly

Team collaboration

Compliance awareness

Revenue generation

Ausbildung

High school diploma

GED

College degree or military equivalent

Jobbeschreibung

Chase in Columbus, Ohio is seeking a Virtual Banker II within Consumer Banking to represent our brand with hospitality, using banking solutions and fintech to meet client needs. You'll engage clients via phone and video, offering advice and guiding them to specialists.

The role emphasizes client-first service, strong communication, and the ability to build lasting relationships while staying compliant with banking policies and training. Bilingual English/Spanish is required.