Virtual Banker II- Detroit, MI
On-site · Detroit, Michigan, United States
Job Summary
Virtual Banker II in Consumer Banking at Chase engages clients via phone and video, delivering hospitality and personalized financial solutions while promoting technology self-service options like the Chase Mobile App and Chase.com. The role focuses on identifying financial needs, referring clients to specialists (One Chase Partners), and achieving client engagement and referral metrics, all while maintaining a client-first service approach and staying informed about Chase products, services, and industry trends.
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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