Virtual Banking Advisor - Client-First Support

JPMorganChase; Philippines; On-site; PHP 279,000 - 446,000; Full time

Job summary

JPMorganChase in the Philippines is seeking a Virtual Banker I to deliver client-focused service via inbound calls. You will identify needs, resolve issues, and guide customers to the right products while promoting digital self-service tools.

Join a supportive Consumer Banking team and help clients feel valued and confident in their financial journey as you learn and grow in a fast-paced environment.

Qualifications

• High school diploma or equivalent.
• Experience in a phone-based or customer-facing role.
• Clear written and verbal communication.
• Ability to learn products quickly.
• Attention to detail when processing requests.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Answer inbound calls and provide a welcoming, client-first experience.
• Identify client needs through active listening and thoughtful questions.
• Provide clear information and guidance on products, services, and next steps.
• Resolve client issues following documented procedures with sound judgment.
• Process service requests and transactions with accuracy and timely follow-through.
• Refer clients to specialists when needs fall outside scope or require deeper expertise.
• Educate clients on digital self-service options (mobile, online banking, ATMs).
• Document interactions and outcomes for accurate tracking and follow-up.
• Meet individual and team performance expectations related to client experience, engagement, and referrals.
• Stay current on products, services, and required training.

Skills

Client service

Communication

Active listening

Time management

Teamwork

Adaptability

Education

High school diploma

College degree

Job description

JPMorganChase in the Philippines is seeking a Virtual Banker I to deliver client-focused service via inbound calls. You will identify needs, resolve issues, and guide customers to the right products while promoting digital self-service tools.

Join a supportive Consumer Banking team and help clients feel valued and confident in their financial journey as you learn and grow in a fast-paced environment.