Virtual Banking Associate - Customer-First Advisor

Visa Hunt; United States; On-site; USD 42,000 - 64,000; Full time

Job summary

Chase is seeking a Virtual Banker I within Consumer Banking to represent our brand with hospitality. You will engage clients over the phone, provide strong customer service, and offer advice on products to meet financial needs while embodying our commitment to being the bank for all.

Responsibilities include handling inbound calls, guiding clients to digital tools like Chase Mobile App and Chase.com, and maintaining compliant service standards while building lasting client relationships.

Qualifications

• Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
• Strong relationship-building skills, showing genuine care and concern during client interactions.
• Excellent communication skills, with the ability to engage clients clearly and courteously over the phone and via email.
• Proficiency in quickly and accurately learning products, services, and procedures.
• Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
• Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
• Proven client service experience or comparable experience.

Responsibilities

• Foster a welcoming atmosphere by delivering attentive and friendly service, acting with a client-first attitude, and collaborating with team members to provide the most appropriate solutions.
• Demonstrate a commitment to hospitality by consistently exceeding client expectations and creating a warm and inviting environment.
• Handle inbound calls to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions.
• Cultivate strong client relationships through active listening, thoughtful questioning, and exceptional customer service, referring clients to our team of experts as needed.
• Guide clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs to enhance their banking experience.
• Achieve or exceed performance metrics related to client engagement and referrals, while staying informed about Chase products, services, and industry trends.
• Resolve client issues promptly and with attention to detail, ensuring a consistent and positive client experience.

Skills

Client-first attitude

Relationship-building

Clear communication

Product knowledge

Team collaboration

Compliance awareness

Client service experience

Education

High school diploma, GED, or equivalent

College degree or military equivalent

Job description

Chase is seeking a Virtual Banker I within Consumer Banking to represent our brand with hospitality. You will engage clients over the phone, provide strong customer service, and offer advice on products to meet financial needs while embodying our commitment to being the bank for all.

Responsibilities include handling inbound calls, guiding clients to digital tools like Chase Mobile App and Chase.com, and maintaining compliant service standards while building lasting client relationships.