Virtual Banker I

Job Description

Virtual Banker I | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Tempe, AZ. Chase aims to create memorable experiences for clients and employees, fostering lasting relationships through hospitality, diversity, and inclusion. As a Virtual Banker, you will represent the brand and culture, delivering cutting-edge financial technology with friendly, attentive service, and providing essential financial solutions to clients over the phone.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Tempe, AZ, USA

• Mission: To engage clients over the phone, provide strong customer service, offer financial advice, and share products to help them meet their financial needs while embodying a commitment to being the bank for all.
• Tech Stack: Chase Mobile App, Chase.com, ATMs

What You’ll Actually Do
• Client Hospitality: Foster a welcoming atmosphere by delivering attentive and friendly service, acting with a client-first attitude.
• Financial Guidance: Handle inbound calls to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions.
• Relationship Building: Cultivate strong client relationships through active listening and thoughtful questioning, referring clients to experts as needed.
• Digital Empowerment: Guide clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs.
• Performance & Resolution: Achieve or exceed performance metrics related to client engagement and referrals, and resolve client issues promptly and with attention to detail.

The Must-Haves
• Background: Entry-Level. High school diploma, GED, or equivalent, with a commitment to operating within established risk parameters and compliance obligations.
• Experience: Proven client service experience or comparable experience, demonstrating a client-first attitude and strong relationship-building skills.
• Skills: Excellent communication skills for engaging clients clearly and courteously over the phone and via email, proficiency in quickly and accurately learning products, services, and procedures, and the ability to work collaboratively.
• Bonus: Strong desire and ability to influence, educate, and connect customers to technology solutions; experience adhering to banking policies, procedures, and regulatory requirements; experience in retail banking, financial services, or a consultative customer relationship role; or a college degree or military equivalent.