Virtual Banker I - Plano, TX

Job Description

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, 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.

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 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.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.