Virtual Banker III - Columbus, OH
On-site · Columbus, Ohio, United States
Job Summary
Virtual Banker III within Consumer Banking engages a select group of Chase clients virtually, managing relationships and tailoring product and service recommendations to meet financial needs. Responsibilities include guiding clients to self-service options via the Chase Mobile App and Chase.com, coordinating with experts for specialized needs, using phone and video to communicate clearly, and delivering solutions that leverage One Chase products. The role emphasizes compliance with policies and risk parameters, achieving performance metrics through client engagement and referrals, and cultivating a welcoming, hospitable experience for affluent clients by tailoring features and benefits of banking products and services.
Required Qualifications
- 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation
- Strong communication skills across phone, video, and email
- Demonstrated client-first attitude and hospitality in client interactions
- Ability to learn products, services, and procedures quickly
- Team collaboration to deliver seamless service
- High school diploma, GED, or equivalent
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