Virtual Banking Concierge

Userc Dehradun; Chicago (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

Chase is hiring a Virtual Banker II to deliver hospitality-driven service in Consumer Banking. You will engage clients via phone and video, identify financial needs, and connect them to our experts for tailored solutions.

Applicants should have 1+ year in retail banking sales, strong communication, and a client-first mindset. A high school diploma or equivalent is required. The role emphasizes compliance and teamwork in a supportive environment.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Client-first attitude with hospitable and friendly service.
• Strong relationship-building and genuine care during client interactions.
• Excellent communication over phone, video, and email.
• Ability to learn products, services, and procedures quickly.
• Team-oriented to deliver seamless service with integrity.
• Commitment to risk parameters and compliance obligations.
• High school diploma, GED, or equivalent.

Responsibilities

• Foster a welcoming atmosphere by delivering attentive and friendly service.
• Exceed client expectations and create a warm, inviting environment.
• Handle inbound and outbound communications to engage and identify financial needs.
• Refer clients to experts for specialized financial needs.
• Guide clients to technology self-service options like Chase Mobile App and Chase.com.
• Achieve performance metrics for client engagement and referrals.
• Ensure timely resolution of client issues with attention to detail.

Skills

Sales experience

Client-first attitude

Relationship-building

Communication

Learning products

Team collaboration

Compliance awareness

Education

High school diploma/GED

Job description

Chase is hiring a Virtual Banker II to deliver hospitality-driven service in Consumer Banking. You will engage clients via phone and video, identify financial needs, and connect them to our experts for tailored solutions.

Applicants should have 1+ year in retail banking sales, strong communication, and a client-first mindset. A high school diploma or equivalent is required. The role emphasizes compliance and teamwork in a supportive environment.