Virtual Banker III - Tempe, AZ
On-site · Tempe, Arizona, United States
Tempe, Arizona, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking
Job Summary
Virtual Banker III at Chase provides relationship-focused client service to a select group of clients via phone and video, managing a virtual portfolio, guiding self-service tools (Chase Mobile App, Chase.com, ATMs), and connecting clients with specialists to address financial needs while ensuring compliance 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
- High school diploma, GED, or equivalent
- 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
- National Mortgage Licensing System and Registry (NMLS) registration or eligibility may be referenced in the description
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