Chase · 1 month ago
Business Banking Virtual Specialist
United States
Full-time
Remote
Entry Level
1+ years expChase is seeking a Business Banking Virtual Specialist to enhance the client experience for Business Banking clients. The role involves engaging with clients to provide tailored financial solutions and support their business needs while adhering to banking protocols and regulations.
BankingFinancial Services
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
Qualification
Required
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
Preferred
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
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Small Business Trends
2026-01-18
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