Business Banking Virtual Specialist

In this role you will proactively engage Chase Business Banking clients to enhance their banking experience and support their business needs with financial solutions, education, and guidance. You'll collaborate across service teams to resolve issues and drive a seamless client journey in a fast-paced virtual environment. You will assess client cash flow and transaction needs, recommending cash management, card, payment, and credit options while upholding risk controls. This position emphasizes relationship-building with clients and internal partners to connect them with specialist support. You'll operate within Chase's mission to deliver exceptional client service and financial solutions at

• health care coverage
• retirement savings plan
• tuition reimbursement
• mental health support
• financial coaching
• backup childcare

• Conduct proactive outreach to Chase Business Banking clients to deliver tailored banking solutions
• Collaborate with service teams to resolve client issues and address feedback
• Assess client cash flow, transactions, and risk, proposing appropriate cash management, card, payment, and credit solutions
• Identify client goals and connect them with bankers or specialists across lines of business
• Follow policies, procedures, and regulatory requirements to protect the firm

• Minimum 1 year in a portfolio management role or related business/customer service experience
• Proficient in inbound/outbound calls and video conferencing
• Strong written communication with internal and external stakeholders
• Ability to prioritize and maintain focus to achieve business objectives
• Proactive in building client relationships and influencing others in a fast-paced environment
• Ability to work virtually, develop rapport, ask targeted questions, and propose viable solutions

• Relationship-building
• Communication
• Initiative
• Adaptability
• MS Office (Outlook, Excel, Word, PowerPoint)
• Video conferencing