Virtual Banker I - Chicago, IL

JPMorganChase • Chicago, IL

1d • Onsite

About The Position

At Chase, the Virtual Banker I within Consumer Banking is responsible for creating memorable experiences for clients and employees, fostering a welcoming, valued, and understood environment through a commitment to hospitality. This role involves building lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker I, you will represent the Chase brand and culture, utilizing the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. The primary function is to engage clients over the phone through inbound calls, providing strong customer service. Key responsibilities include offering financial advice, sharing products and services to help clients meet their financial needs, ensuring they feel appreciated, and embodying Chase's commitment to being the bank for all.

Requirements

• 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.

Nice To Haves

• 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 related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients.
• College degree or military equivalent.

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, Chase.com, 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees