Virtual Banker III- Columbus, OH- Bilingual English and Spanish Required
Remote · Columbus, Ohio, United States
Job Summary
Virtual Banker III at Chase in Columbus, OH, engaging a select group of clients virtually via phone and video, delivering hospitality-driven service, recommending Chase products and services, and coordinating with experts to meet clients’ financial needs. Build lasting relationships with affluent clients, guide self-service tools (Chase Mobile App, Chase.com, ATMs), and maintain compliance while achieving client-engagement and referral metrics. Bilingual English and Spanish required; role emphasizes relationship-building, strong communication across channels, and ability to learn products and procedures quickly. Relevant experience in banking/financial services and knowledge of regulatory requirements, including NMLS/Safe Act considerations.
Required Qualifications
- 2+ years of Branch Banking or equivalent experience in financial services
- High school diploma, GED, or equivalent
- Fluent reading and speaking English and Spanish
- Excellent communication skills across phone, video, and email
- Ability to learn products, services, and procedures quickly
- Team-oriented with collaborative mindset
- Commitment to regulatory and risk-compliant operations
- Proven client service experience or equivalent
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