About the position

As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.

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 and outbound communication 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.
• Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
• 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.

Requirements

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• 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, video, 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.
• High school diploma, GED, or equivalent.
• Bilingual in English and Spanish is required.

Nice-to-haves

• Strong desire and ability to influence, educate, and connect customers to technology solutions.
• Experience adhering to banking policies, procedures, and regulatory requirements.
• Experienced in retail banking, financial services, or a consultative customer relationship role in a related industry, such as hospitality service industries, with proven success in deepening client relationships and delivering results.
• College degree or military equivalent.

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching