Virtual Banker II - Plano TX
Overview
Virtual Banker II at Chase in Plano TX leads client interactions using modern banking tools. This role drives revenue through product recommendations while fostering inclusive environments. Candidates excel in fast-paced settings and thrive on measurable outcomes.
What You'll Do11
- 1Foster welcoming atmosphere through attentive service and client-first mindset
- 2Handle inbound and outbound communications to identify financial needs
- 3Guide clients to self-service platforms like mobile apps and online portals
- 4Partner with private client advisors to connect customers with specialists
- 5Drive adoption of digital banking solutions across client segments
- 6Resolve complex issues promptly with attention to detail
- 7Collaborate with cross-functional teams to ensure seamless service delivery
- 8Maintain compliance with banking regulations and internal policies
- 9Achieve performance targets through proactive client engagement strategies
- 10Contribute to team knowledge through documentation and best practice sharing
- 11Support operational initiatives that enhance customer satisfaction scores
Requirements11
- 11+ year retail banking experience with proven client acquisition and retention success
- 2Demonstrated ability to build trust through empathetic communication
- 3Strong written and verbal communication skills for diverse audiences
- 4Proficiency in learning financial products quickly and accurately
- 5Commitment to ethical standards and regulatory compliance
- 6High school diploma or equivalent with relevant experience
- 7College degree preferred for long-term career development
- 8Ability to work independently and as part of a team
- 9Understanding of consumer protection laws and fair lending practices
- 10Experience with mortgage processes and lending documentation
- 11Knowledge of NMLS registration requirements and maintenance
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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