Virtual Banker I Plano,TX
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Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood through our commitment to hospitality. We build lasting relationships by doing the right thing exceeding expectations and embracing diversity and inclusion.
As Virtual Banker I within Consumer Banking you will represent our brand and culture with the utmost hospitality using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients over the phone through inbound calls providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities:
- Foster a welcoming atmosphere by delivering attentive and friendly service acting with a client-first attitude and collaborating with team members to provide the most appropriate solutions.
- Demonstrate a commitment to hospitality by consistently exceeding client expectations and creating a warm and inviting environment.
- Handle inbound calls to engage in meaningful conversations identify financial needs and offer personalized financial solutions.
- Cultivate strong client relationships through active listening thoughtful questioning and exceptional customer service referring clients to our team of experts as needed.
- Guide clients in utilizing technology self-service options such as the Chase Mobile App and ATMs to enhance their banking experience.
- Achieve or exceed performance metrics related to client engagement and referrals while staying informed about Chase products services and industry trends.
- Resolve client issues promptly and with attention to detail ensuring a consistent and positive client experience.
Required Qualifications Capabilities and Skills:
- 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 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.
Preferred Qualifications Capabilities and Skills:
- Strong desire and ability to influence educate and connect customers to technology solutions.
- Experience adhering to banking policies procedures and regulatory requirements.
- Experienced in retail banking financial services or a consultative customer relationship role in a related industry such as hospitality service industries with proven success in deepening client relationships and delivering results.
- College degree or military equivalent.
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
