Business Banking Virtual SpecialistChase • Plano, TX, US
Business Banking Virtual Specialist
Chase • Plano, TX, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Minimum of 1 year of experience in a portfolio management role, or related business / customer service experience. Proficient in having customer contact through inbound and outbound calls and video conferencing. Proficiency in written communication with individuals at all levels, both internally and externally. Ability to determine priorities and maintain a balanced work approach to achieve business objectives. Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes. Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client. Bachelor's degree or equivalent work experience. General knowledge of core Business Products and Services, including Deposit, Lending, and Cash Management. Proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint.
Business Banking Virtual Specialist
If you are passionate about supporting initiatives and executing processes that enhance efficiency and elevate the client experience for business clients, then a role as a Business Banking Virtual Specialist is ideal for you.
As a Business Banking Virtual Specialist (BBVS) within our corporate office, you will proactively engage with business banking clients to enhance their banking experience and support the well-being of their businesses by offering financial solutions, education, advice, and problem resolution.
Job responsibilities :
- Conduct daily outreach through various channels (phone, email, etc.) to engage with Chase Business Banking clients and deliver an exceptional client experience by proactively providing comprehensive business banking solutions tailored to meet the financial needs and circumstances of their businesses.
- Drive a positive client experience by collaborating with relevant service teams to resolve issues, reaching out to clients to address survey feedback, and escalating matters that need further assistance or resolution.
- Consult with clients to understand their business cash flow cycle and transaction channels, identifying cash management, card, payment & credit solutions and recommend ways for clients to safeguard accounts.
- Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of businesses in order to refer and connect clients with bankers or specialists who can help meet their financial needs.
- Follow all processes and protocols while protecting the firm by applying sound risk management protocols and adhering to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills :
Preferred qualifications, capabilities, and skills :
[job_alerts.create_a_job]
Banking Specialist • Plano, TX, US
[internal_linking.related_jobs]
At Globe Life Zuzick Organization, we are committed to providing proven and reliable benefits to families across the country.
As a leading provider for over 68 years we support over 40,000 labor uni...[show_more]
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.
If you thrive in an environment where your gr...[show_more]
UK / Canada / Europe / Australia-based • •Investment Banking Experts • • for a research project with a leading foundational model AI lab.
You are a good fit if you : - Have • •at least 2 years of experience • • ...[show_more]
Are you ready to seize an outstanding opportunity to advance your real estate career? Regal Realtors invite you to explore a realm of boundless potential!.
At Regal Realtors, we invite you to embark...[show_more]
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.
All team members receive a competitive base salary and compensation pack...[show_more]
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
The Senior Account Executive Commercial Lines will lead client servicing efforts, team development, and operational execution for Commercial Lines accounts.
This is a hands-on leadership role focuse...[show_more]
At Syneos Health, we challenge the status quo, we collaborate to deliver solutions, and we are passionate about changing lives.
We are looking for a talented individual to join our team as a Virtual...[show_more]
Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission.
Outlier is committed to improving the intelli...[show_more]
The Private Banker II manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients.
The Banker engages internal business partne...[show_more]
Discover your next step at Globe Life American Income Division! As we expand into new territories, we are looking for dedicated professionals wanting to elevate their career.In this role, you’ll ta...[show_more]
Job Description Are you a driven, customer-focused individual looking to build a successful career in real estate? Our local Weichert® franchised company is seeking enthusiastic Real Estate Agents ...[show_more]
About US : LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize gr...[show_more]
Maverick Trading Equity & Options Trader (Remote).Maverick Trading is seeking motivated and disciplined individuals who want to become professional.
We are not a challenge firm no demo chal...[show_more]
We're looking for candidates with great customer service skills to fill our Remote role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are ready to schedule ...[show_more]
The individual handles customers' initial needs, opens deposit accounts, offers consumer loans, conducts routine paying and receiving functions, cross sells bank products and services and directs c...[show_more]
Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
Virtual Sales Representative
Globe Life : American Income Division • Dallas, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Relationship Manager, SVP
Associated Bank - Corp • Dallas, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Remote Investment Banking Expert - AI Trainer ($130-$130 per hour)
Mercor • McKinney, Texas, US
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Real Estate Sales Agent
Regal Realtors • McKinney, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Client Partner, Enterprise Sales
T-Mobile USA, Inc. • Frisco, TX, United States
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Relationship Banker II
Cathay Bank - Headquarters • Plano, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Senior Account Executive Commercial Lines
The Misch Group • McKinney, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Virtual Pharmaceutical Sales Specialist
Syneos Health / inVentiv Health Commercial LLC • Dallas, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Virtual Customer Care Associate
TurboTax • McKinney, Texas
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Commercial Banking Associate
Scale AI • Dallas, Texas, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Private Banker II
Busey Bank • Dallas, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Remote Sales Representative
Globe Life American Income Division • McKinney, TX, US
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Real Estate Agent
Weichert, Realtors • Celina, Texas, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Crypto Operational Business Support Specialist
LTI Mindtree • Dallas, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Equity / Option Trader
Maverick Trading • Dallas, TX,
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Sales Representative (50k-90k per year)
Professional Careers • McKinney, Texas
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Financial Specialist I
American National Bank of Texas • Sachse, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Remote Equity / Option Trader
Maverick Currencies • McKinney, TX
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]