Virtual Banker I - Tempe, AZ

What you'll do

• Handle inbound calls, build client relationships, and recommend suitable financial solutions or referrals.
• Help clients use Chase digital self-service tools and resolve issues.
• Meet client engagement and referral metrics while following risk and compliance requirements.

What they ask for

• Client service or comparable experience.
• High school diploma, GED, or equivalent.
• Strong communication and relationship-building skills, including clear and courteous phone and email communication.
• Ability to learn products and procedures quickly, collaborate with a team, and comply with risk and training obligations.

Nice to have

• Experience with banking policies, procedures, or regulatory requirements; retail banking, financial services, or consultative customer relationships.
• Interest or ability in connecting customers with technology solutions; college degree or military equivalent.

Tools

Chase Mobile App, Chase.com, ATMs