商业银行业务虚拟专员
Business Banking Virtual Specialist
如果你热衷于支持项目并执行能提升效率、改善企业客户体验的流程，那么企业银行虚拟专员这一职位将非常适合你。作为公司总部的企业银行虚拟专员（BBVS），你将积极与企业银行客户互动，通过提供财务解决方案、教育、建议和问题解决方式，提升他们的银行体验并支持其业务发展。
工作职责
- 通过多种渠道（电话、电子邮件等）进行日常接触，与花旗企业银行客户互动，通过主动提供定制化的全面企业银行解决方案，为客户的业务提供满足其财务需求和情况的优质客户体验。
- 通过与相关服务团队协作解决问题，主动联系客户处理调查反馈，并将需要进一步协助或解决的问题上报，从而为客户创造积极的体验。
- 与客户沟通以了解其企业现金流周期和交易渠道，识别现金管理、卡片、支付及信用解决方案，并建议客户保护账户的方法。
- 了解企业客户的个人财务目标和需求；与各业务线的合作伙伴建立协作关系，以便将客户转介给能够满足其财务需求的银行家或专家。
- 在遵守所有流程和协议的同时，通过应用稳健的风险管理协议并遵循政策、程序和监管银行要求来保护公司。
所需资格、能力和技能
- 至少1年在组合管理岗位或相关业务/客户服务岗位的工作经验。
- 精通通过来电和外拨电话以及视频会议与客户沟通。
- 精通与内部和外部各层级人员的书面沟通。
- 能够确定优先事项，并采取平衡的工作方法以实现业务目标。
- 能够在快节奏的环境中积极建立与客户和内部合作伙伴的关系，并影响他人以实现预期结果。
- 能够主动行动，建立信任关系以维护客户关系，通过提问识别机会和问题。
查看英文原文
If you are passionate about supporting initiatives and executing processes that enhance efficiency and elevate the client experience for Business Clients, then a role as a Business Banking Virtual Specialist is ideal for you.As a Business Banking Virtual Specialist (BBVS) within our corporate office, you will proactively engage with Business Banking clients to enhance their banking experience and support the well-being of their businesses by offering financial solutions, education, advice, and problem resolution.
Job 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.
Required qualifications, capabilities, and skills
- 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 qualifications, capabilities, and skills
- 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.
Originally posted on Himalayas