Virtual Banker II

Job Description

Virtual Banker II – Tempe, AZ | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Tempe, AZ. Chase is dedicated to creating memorable experiences for clients and employees, ensuring they feel welcomed, valued, and understood. As a Virtual Banker, this role is crucial for representing the brand and culture with utmost hospitality, using the latest banking solutions and cutting-edge financial technology to provide attentive service. It engages clients through phone and video, delivering strong customer service to build lasting relationships.

The TL;DR
• Role: Full Time
• Location: Tempe, AZ
• Team: Consumer Banking
• Mission: Engage clients virtually to provide personalized financial solutions and exceptional service while building lasting relationships.
• Tech Stack: Chase Mobile App, Chase.com, ATMs

What You’ll Actually Do
• Client Experience: Foster a welcoming atmosphere by delivering attentive and friendly service, acting with a client-first attitude, and collaborating with team members to provide the most appropriate solutions.
• Client Engagement: Handle inbound and outbound communication to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions.
• Relationship Management: Cultivate strong client relationships through active listening, thoughtful questioning, and exceptional customer service, referring clients to our team of experts as needed.
• Expert Collaboration: Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
• Technology Guidance: Guide clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs to enhance their banking experience.

The Must-Haves
• Background: High school diploma, GED, or equivalent. Demonstrated client-first attitude with experience in Retail Banking, Financial Services, or other related industries.
• Experience: 1+ year of sales experience with proven success in establishing new clients, deepening relationships, and delivering results. Proven client service experience or comparable experience.
• Skills: Strong relationship-building skills, excellent communication skills for engaging clients clearly and courteously over phone, video, and email, proficiency in quickly and accurately learning products, services, and procedures, ability to work collaboratively, commitment to operating within established risk parameters and compliance obligations.
• Bonus: Strong desire and ability to influence, educate, and connect customers to technology solutions. Experience adhering to banking policies, procedures, and regulatory requirements. College degree or military equivalent.