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. seeks a Virtual Banker II in Plano, TX, to engage clients via phone and video, offering financial solutions and connections to experts. The role requires bilingual English and Spanish skills, a customer-first mindset, and the ability to drive referrals and adapt to digital banking tools.

This is a full-time, on-site opportunity within Consumer & Community Banking. Candidates should have 1+ year in financial services and a high school diploma or equivalent.

Qualifications

• 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• Strong client-first attitude with hospitality.
• Excellent communication via phone, video, and email.
• Ability to learn products and procedures quickly.
• Team-oriented to deliver seamless service.

Responsibilities

• Deliver attentive and friendly service to create a welcoming atmosphere.
• Exceed expectations and foster a hospitable environment.
• Handle inbound and outbound communications to discuss financial needs and solutions.
• Build client relationships through active listening and thoughtful questions.
• Connect clients to experts for specialized needs with team of specialists.
• Encourage use of technology self-service options like Chase Mobile App and Chase.com.
• Aim to achieve performance metrics related to client engagement and referrals.
• Resolve client issues promptly to maintain a positive client experience.

Skills

Bilingual English/Spanish

Customer service

Communication skills

Financial services experience

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. seeks a Virtual Banker II in Plano, TX, to engage clients via phone and video, offering financial solutions and connections to experts. The role requires bilingual English and Spanish skills, a customer-first mindset, and the ability to drive referrals and adapt to digital banking tools.

This is a full-time, on-site opportunity within Consumer & Community Banking. Candidates should have 1+ year in financial services and a high school diploma or equivalent.