Bilingual Virtual Banker II — English & Spanish

JPMorgan Chase & Co.; Plano (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Virtual Banker II who will engage clients via phone and video, offering financial solutions and guiding them to the right experts.

You will use the Chase Mobile App and online tools to deliver friendly, proactive service. This is a customer-facing position that emphasizes hospitality, accuracy, and the seamless use of digital channels to enhance the client experience across all interactions.

Qualifications

• 1+ year of banker or equivalent experience in financial services
• Excellent communication skills over phone, video, and email
• Bilingual in English and Spanish required
• Proficiency with learning products, services, and procedures
• Ability to work collaboratively to deliver seamless service with care and sincerity
• Strong commitment to compliance and risk parameters

Responsibilities

• Foster a welcoming atmosphere by delivering attentive and friendly service
• Demonstrate hospitality by exceeding client expectations
• Handle inbound/outbound communications to engage in meaningful conversations and offer solutions
• Cultivate strong client relationships through active listening and thoughtful questioning
• Refer clients to experts for specialized financial needs
• Guide clients in using digital self-service options like Chase Mobile App and Chase.com
• Meet or exceed performance metrics related to client engagement and referrals
• Resolve client issues promptly with attention to detail

Skills

Bilingual English/Spanish

Customer service

Communication skills

Banking knowledge

Education

High school diploma

Tools

Chase Mobile App

CRM systems

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Virtual Banker II who will engage clients via phone and video, offering financial solutions and guiding them to the right experts.

You will use the Chase Mobile App and online tools to deliver friendly, proactive service. This is a customer-facing position that emphasizes hospitality, accuracy, and the seamless use of digital channels to enhance the client experience across all interactions.