Virtual Banker III - Tempe, AZ, Columbus, OH
On-site · Tempe, Arizona, United States or Columbus, Ohio, United States
Job Summary
Virtual Banker III at Chase in Consumer Banking, serving as the main point of contact for a select group of clients and managing a diverse portfolio through virtual channels (phone and video). Responsibilities include advising on products/services, guiding clients to self-service options (Chase Mobile App, Chase.com, ATMs), connecting clients to experts via One Chase Partners, delivering customer service across written, phone, and video communications, and achieving engagement/referral metrics while maintaining compliance. The role emphasizes building lasting relationships with affluent clients, tailoring product features, and delivering an outstanding customer experience.
Required Qualifications
- 2+ years of Branch Banking 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.
- Proven client service experience or comparable experience.
- High school diploma, GED, or equivalent.
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