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Chase · 4 months ago

Virtual Banking Assistant II- Detroit, MI

18203 Fenkell St, Detroit, MI, 48223, US

Full-time

Onsite

Entry Level

1+ years exp

Chase is a leading financial services firm, and they are seeking a Virtual Banking Assistant II. This role involves managing client banking relationships, providing customer service, and collaborating with specialists to meet clients' financial needs while contributing to the company's commitment to diversity and inclusion.

BankingFinancial Services

Responsibilities

Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs

Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships

Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships

Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs

Qualification

Banking experienceFinancial planningClient relationship managementCommunication skillsTeam orientationNMLS registration

Required

1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation

High school degree, GED, or foreign equivalent

Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements

Strong team orientation with a commitment of long-term career with the firm

Excellent written and verbal communication skills

Ability to work Virtual Banking hours, including weekends and some evenings