Virtual Banker II - Columbus, OH
On-site · Columbus, Ohio, United States
Job Summary
Virtual Banker II within Consumer Banking represents the Chase brand through hospitable, client-first service via phone and video. Responsibilities include engaging clients to identify financial needs, offering personalized financial solutions, referring to experts for specialized needs, guiding clients to technology self-service tools, and achieving performance metrics related to client engagement and referrals. The role emphasizes building strong client relationships, active listening, effective communication across channels, and collaboration with partners to connect customers with experts.
Required Qualifications
- 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation
- 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
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