Virtual Banking Assistant l - Plano, TX - Bilingual (English & Spanish Required)
Job Description
THIS IS NOT A REMOTE POSITION
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. You will build and maintain long-lasting, meaningful relationships with clients by engaging with them to understand their specific financial needs. You will have the opportunity to help people experience our Customer Promise by helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As a Virtual Banking Assistant in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment.
Job responsibilities
• Operates within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training while learning products, services and procedures quickly and accurately
• Delivers exceptional customer experience by acting with a client-first attitude while engaging and partnering with team members and other lines of business to offer most appropriate solutions
• Exhibits excellent communication skills in person, over the phone and through email while professional, thorough and organized with strong follow-up skills
• Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach while educating and connecting clients to technology solutions tailoring features and benefits of products and services to clients with differing needs
• Displays confidence with clients when sharing advice, product knowledge and solutions while making personal connections, engaging, educating them and building lasting relationships
Required qualifications, capabilities, and skills
• High school degree, GED or foreign equivalent
• 6+ months of customer service experience
• Ability to work Virtual Branch hours, including evenings and some weekends
Preferred qualifications, capabilities, and skills
• College degree or military equivalent
• Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
• Strong desire and ability to influence, educate, and connect customers to technology
• Experienced in retail banking, financial services or consultative customer relationship role in a related industry, with proven success, deepening client relationships and delivering results
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, discretionary incentive compensation which may be 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.
Apply Now
Apply Now
THIS IS NOT A REMOTE POSITION
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. You will build and maintain long-lasting, meaningful relationships with clients by engaging with them to understand their specific financial needs. You will have the opportunity to help people experience our Customer Promise by helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As a Virtual Banking Assistant in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment.
Job responsibilities
• Operates within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training while learning products, services and procedures quickly and accurately
• Delivers exceptional customer experience by acting with a client-first attitude while engaging and partnering with team members and other lines of business to offer most appropriate solutions
• Exhibits excellent communication skills in person, over the phone and through email while professional, thorough and organized with strong follow-up skills
• Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach while educating and connecting clients to technology solutions tailoring features and benefits of products and services to clients with differing needs
• Displays confidence with clients when sharing advice, product knowledge and solutions while making personal connections, engaging, educating them and building lasting relationships
Required qualifications, capabilities, and skills
• High school degree, GED or foreign equivalent
• 6+ months of customer service experience
• Ability to work Virtual Branch hours, including evenings and some weekends
Preferred qualifications, capabilities, and skills
• College degree or military equivalent
• Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
• Strong desire and ability to influence, educate, and connect customers to technology
• Experienced in retail banking, financial services or consultative customer relationship role in a related industry, with proven success, deepening client relationships and delivering results
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, discretionary incentive compensation which may be 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.
Apply Now
Apply Now