Virtual Banker I - Tempe AZ
On-site · Tempe, Arizona, United States
Job Summary
Virtual Banker I in Tempe, AZ engages clients over the phone to offer personalized financial solutions, leveraging Chase mobile and online tools, while delivering hospitality-driven service, meeting performance metrics, and maintaining regulatory compliance. Responsibilities include inbound call engagement, identifying financial needs, guiding clients to technology self-service options, referring clients to specialists as needed, and fostering strong client relationships through active listening and clear communication.
Required 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.
- High school diploma, GED, or equivalent.
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