Virtual Banker II- Columbus, OH- Bilingual English and Spanish Required
On-site · Columbus, Ohio, United States
Job Summary
Virtual Banker II in Columbus, OH is responsible for delivering hospitable, client-first banking service via inbound/outbound calls and video, guiding clients through financial needs, connecting them with specialists, promoting products and services, and encouraging use of digital self-service options like the Chase Mobile App and Chase.com. The role emphasizes building strong client relationships, achieving engagement and referral performance, and adhering to banking policies and regulatory requirements while working with Chase partners to meet clients’ financial goals.
Required Qualifications
- High school diploma, GED, or equivalent
- 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation
- Reading and speaking in both English and Spanish fluently is required for this role
- Ability to work collaboratively as a team to deliver seamless service with care and sincerity
- Proficiency in quickly and accurately learning products, services, and procedures
- Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently
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