Bilingual Virtual Banker II: Customer-First Banking

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Virtual Banker II in Tempe, AZ. You will engage clients via phone and video, offering advice and products to meet financial needs while guiding them to the right experts. A bilingual English/Spanish capability is required for this role.

You will connect clients to specialists, promote self-service tools, and strive to exceed engagement and referral targets in a fast-paced consumer banking environment.

Qualifications

• 1+ year of sales experience with a client-first approach.
• Strong relationship-building and communication skills for calls, video, and email.
• Bilingual in English and Spanish required.
• Ability to learn Chase products and procedures quickly.
• Team player committed to compliant, high-quality service.
• High school diploma or GED completed.

Responsibilities

• Deliver attentive, friendly service in a client-first environment.
• Exceed client expectations and create a welcoming atmosphere.
• Handle inbound and outbound calls to assess financial needs and offer solutions.
• Build relationships and refer clients to experts as needed.
• Partner with other Chase specialists to connect clients to experts.
• Guide clients to self-service tools like the Chase Mobile App and website.
• Achieve performance metrics based on client engagement and referrals.
• Resolve issues promptly with careful attention to detail.

Skills

Sales experience

Client-first attitude

Relationship-building

Excellent communication

Bilingual English/Spanish

Learn products quickly

Team collaboration

Compliance awareness

Client service focus

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Virtual Banker II in Tempe, AZ. You will engage clients via phone and video, offering advice and products to meet financial needs while guiding them to the right experts. A bilingual English/Spanish capability is required for this role.

You will connect clients to specialists, promote self-service tools, and strive to exceed engagement and referral targets in a fast-paced consumer banking environment.