Bilingual Virtual Banker II - Spanish/English

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 42,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ, is seeking a Virtual Banker II to engage clients via phone and video, delivering hospitality while guiding banking solutions. The role emphasizes client-first service, strong communication, and the ability to connect customers with experts for specialized financial needs.

Fluency in English and Spanish is required, with at least 1 year in banking or financial services. A high school diploma or GED is necessary, and familiarity with Chase digital tools is

Qualifications

• 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• Bilingual in English and Spanish required.
• Excellent communication and relationship-building skills.
• Ability to quickly learn products, services and procedures.
• High school diploma or GED required.

Responsibilities

• Foster a welcoming atmosphere with attentive, client-first service.
• Surpass client expectations by delivering hospitality and tailored solutions.
• Handle inbound and outbound calls and video interactions to assess financial needs.
• Build strong client relationships and refer to experts as needed.
• Collaborate with bank teams to connect clients to specialists for complex needs.
• Guide clients in using Chase mobile app, Chase.com, and ATMs for self-service.

Skills

Bilingual English/Spanish

Customer service

Relationship building

Communication skills

Product learning

Education

High school diploma

GED

Job description

JPMorgan Chase & Co. in Tempe, AZ, is seeking a Virtual Banker II to engage clients via phone and video, delivering hospitality while guiding banking solutions. The role emphasizes client-first service, strong communication, and the ability to connect customers with experts for specialized financial needs.

Fluency in English and Spanish is required, with at least 1 year in banking or financial services. A high school diploma or GED is necessary, and familiarity with Chase digital tools is