Bilingual Virtual Banker II — English/Spanish

Testing Site - JPMC; Tempe (AZ); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Health care coverage

Wellness centers on-site

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Tempe, AZ seeks a Virtual Banker II who speaks English and Spanish to deliver client-focused banking solutions via phone, video, and in-branch coordination. You will welcome clients, assess their financial needs, and connect them with experts to provide tailored support.

In this role you will navigate digital tools, promote Chase products, and strive to exceed service and referral metrics while maintaining regulatory compliance and a hospitality-driven client experience for

Qualifications

• Minimum 1+ year of banker or equivalent experience in financial services.
• Strong client-first attitude to create a hospitable and friendly experience.
• Excellent communication skills across phone, video, and email.

Responsibilities

• Foster a welcoming atmosphere with client-first service and collaborate with the team to provide solutions.
• Consistently exceed client expectations and create a warm, inviting environment.
• Handle inbound/outbound calls to identify needs and offer personalized financial solutions.
• Build client relationships through active listening and thoughtful questioning, referring to experts as needed.
• Partner with specialists to connect customers to experts for complex needs.
• Guide clients in using Chase Mobile App, Chase.com, and ATMs to enhance banking experience.
• Aim to meet or exceed performance metrics for client engagement and referrals.

Skills

Client-first attitude

Relationship-building

Communication skills

Learning agility

Team collaboration

Compliance awareness

Education

High school diploma or GED

Job description

JPMorgan Chase in Tempe, AZ seeks a Virtual Banker II who speaks English and Spanish to deliver client-focused banking solutions via phone, video, and in-branch coordination. You will welcome clients, assess their financial needs, and connect them with experts to provide tailored support.

In this role you will navigate digital tools, promote Chase products, and strive to exceed service and referral metrics while maintaining regulatory compliance and a hospitality-driven client experience for