Virtual Banker II - Detroit, MI - Bilingual English and Spanish Required
On-site · Detroit, Michigan, United States
Job Summary
Virtual Banker II in Detroit, MI responsible for engaging clients via phone and video, offering personalized financial solutions, guiding customers to self-service tools, and referring clients to experts. Must deliver hospitable, client-first service, exceed performance metrics for engagement and referrals, and operate within risk/compliance requirements. Requires 1+ year in financial services, bilingual English/Spanish proficiency, strong relationship-building and communication skills, and the ability to learn products and procedures quickly; collaboration with One Chase Partners to connect clients with specialists.
Required Qualifications
- 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation
- High school diploma, GED, or equivalent
- Reading and speaking in both English and Spanish fluently is required for this role
- 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
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