Virtual Banker II - Garage - Plano, TX or Columbus, OH
Core
Virtual Banker II supporting test-and-learn initiatives in Consumer Banking by engaging clients via phone and video to deliver financial advice, promote products, and guide them toward self-service technology options.
Role type
Virtual Banker II (Consumer Banking)
Builds
Pilot programs, new banking solutions, and client self-service adoption
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Sales experience, client relationship building, active listening, digital tool proficiency, compliance adherence, multitasking
Preferred skills
Pilot/test-and-learn experience, digital transformation experience, banking policy knowledge
Technologies
Chase Mobile App, Chase.com, ATMs, CRMs, tracking systems
Responsibilities
Pilot and execute new solutions and processes, deliver client-first service via phone and video, guide clients on self-service technology, refer clients to specialized partners, operate within risk and compliance parameters
Seniority
Entry-level to Mid-level, hands-on IC