Virtual Banker III - Plano, TX

Virtual Banking Assistant III In Consumer Banking

We have a passion for helping customers, building relationships, and delivering extraordinary customer service. You will acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. As a Virtual Banking Assistant III 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 while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized 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 making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

• Manages assigned customers and proactively meets with them virtually to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Partners with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Adheres to policies, procedures, and regulatory banking requirements
• Demonstrates excellent communication skills including written, phone, video with a proven ability to tailor features and benefits of products and services to customers with differing needs while engaging and partnering with team members and other lines of business to offer most appropriate products
• Influences, educates, and connects customers to technology with the ability to learn products, services, and procedures quickly and accurately by delivering solutions that make our One Chase products work together
• Possesses drive, initiative, and knowledge to provide financial options for customers using a consultative approach and operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training

Required qualifications, capabilities, and skills

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Successfully obtain, retain or transfer the Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63), a valid and active Life, Health and Variable insurance license in your resident and all non-resident states.
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work Virtual Bank hours, including weekends and some evenings

Preferred qualifications, capabilities, and skills

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment of long-term career with the firm

Training Requirement

• Completion of registrations and licenses, include appropriate reading materials and study time as well as a course preparation.
• Failure to obtain licenses, including earning acceptable scores and passing required exams within 180 days, may terminate your employment.