Virtual Banking Team Lead

Description

As a Virtual Banking Team Lead, you will utilize your leadership and communication skills to act as the standard bearer of Chase, creating a world-class customer experience by leading a team of Virtual Bankers. You will ensure the team meets and exceeds customer expectations and fosters a customer-centric culture in the Virtual Branch. This role involves directing all aspects of branch operations, growing deposits and relationships, and coaching bankers. Additionally, you will create an environment that encourages the use of technology to meet customers’ needs today and in the future, collaborating with partners in Chase Wealth Management, Business Banking, and Home Lending for a seamless customer experience.

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Company Culture and Environment

Chase promotes an inclusive and dynamic culture that encourages team members to deliver exceptional customer experiences. The emphasis on collaboration and personal connections fosters a supportive work environment where employees can thrive.

Career Growth and Development Opportunities

Chase offers various opportunities for professional development through ongoing training, coaching, and motivation to help employees excel in their roles and grow their careers.

Detailed Benefits and Perks

  • Comprehensive health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare
  • Tuition reimbursement
  • Mental health support
  • Financial coaching
  • Additional details about compensation and benefits will be provided during the hiring process.

Compensation and Benefits

We offer a competitive total rewards package that includes base salary determined based on the role, experience, skill set, and location. Eligible employees may also receive commission-based pay and/or discretionary incentive compensation awarded for individual achievements and contributions.

Why you should apply for this position today

This role provides an opportunity to make a significant impact on customer experiences while being part of a leading financial services firm that values diversity and inclusion in the workplace.

Skills

  • 3+ years of experience leading a team
  • Strong phone-based customer interaction skills
  • Ability to establish a customer-first attitude
  • Excellent relationship-building and educational skills
  • Confident in sharing product knowledge and solutions

Responsibilities

  • Manage and coach Virtual Branch employees to engage customers
  • Deepen relationships with clients
  • Educate clients on using digital platforms for banking and investing
  • Identify, coach, develop, motivate, and support employees for superior service
  • Promote a strong control environment by adhering to risk/control expectations
  • Create strategies to grow the business and cultivate relationships
  • Improve revenues and expenses while exceeding customer expectations
  • Address client issues promptly and effectively
  • Build partnerships with One Team Chase partners
  • Provide consistent training, coaching, and motivation to bankers

Qualifications

  • Experience within a retail branch is a plus
  • Ability to create a dynamic and engaging culture
  • Proven track record of delivering excellent customer service and fostering relationships

Education Requirements

  • Not specified

Education Requirements Credential Category

  • Not specified

Experience Requirements

  • Minimum of 3 years leading a team

Why work in Plano, TX

Plano, TX is a thriving city known for its family-friendly environment, excellent schools, and diverse community. It boasts a robust job market, particularly in the finance and technology sectors, making it an ideal location for career growth. Additionally, the city offers a variety of recreational activities, parks, and dining options, providing a fulfilling lifestyle for residents.

Virtual Banking Team Lead

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