Virtual Banking Advisor I: Help Clients & Digital Tools

JPMorgan Chase & Co.; Manila; On-site; PHP 240,000 - 360,000; Full time

Job summary

JPMorgan Chase & Co. in Manila is hiring a Virtual Banker I to deliver a welcoming, client-first experience on inbound calls. You will identify needs, resolve issues, and guide customers toward appropriate products and services.

You will educate clients on digital self-service options, connect them to specialists when needed, and ensure compliance with risk and training requirements while helping clients feel valued and confident in their financial journey.

Qualifications

• High school diploma or equivalent.
• Experience in client service in a phone-based or customer-facing role.
• Ability to communicate clearly and professionally by phone and in writing.
• Ability to ask effective questions and accurately assess client needs.
• Ability to learn products, services, and procedures quickly and apply them.
• Attention to detail when processing requests and documenting outcomes.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Ability to work collaboratively with a team to deliver consistent service outcomes.
• Follow risk, policy, and compliance requirements and complete training.

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 accurately by following procedures and using sound judgment.
• Process service requests and transactions with attention to detail and timely follow-through.
• Refer clients to specialists when needs fall outside your scope.
• Educate clients on digital self-service options (mobile/online banking and ATMs).
• Document interactions and outcomes to support tracking and follow-up.
• Meet individual and team performance expectations related to client experience and referrals.
• Stay current on products, services, and required training.

Skills

Client service

Active listening

Clear communication

Problem solving

Team collaboration

Attention to detail

Risk and compliance awareness

Education

High school diploma

GED

College degree

Job description

JPMorgan Chase & Co. in Manila is hiring a Virtual Banker I to deliver a welcoming, client-first experience on inbound calls. You will identify needs, resolve issues, and guide customers toward appropriate products and services.

You will educate clients on digital self-service options, connect them to specialists when needed, and ensure compliance with risk and training requirements while helping clients feel valued and confident in their financial journey.