Remote Banking Advisor II – Client-First & Tech-Savvy

Visa Hunt; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Virtual Banker II to represent our brand with hospitality, delivering personalized financial solutions through phone and video while supporting customers across the country.

You will engage clients, advise on Chase products, connect them to specialists, and help them use self‑service tools like the Chase Mobile App, maintaining a warm, client‑first service mindset.

This role emphasizes compliance, learning fast, and helping clients feel valued as part of JPMorgan Chase.

Qualifications

• 1+ year of banker or equivalent experience in financial services.
• Strong client-first attitude and hospitality.
• Excellent communication over phone, video, and email.
• Ability to learn products and procedures quickly.
• Team player committed to risk and compliance.

Responsibilities

• Foster a welcoming atmosphere by delivering attentive and friendly service, acting with a client-first attitude, and collaborating with team members to provide the most appropriate solutions.
• Demonstrate a commitment to hospitality by consistently exceeding client expectations and creating a warm and inviting environment.
• Handle inbound and outbound communication to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions.
• Cultivate strong client relationships through active listening, thoughtful questioning, and exceptional customer service, referring clients to our team of experts as needed.
• Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
• Guide clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs to enhance their banking experience.
• Achieve or exceed performance metrics related to client engagement and referrals, while staying informed about Chase products, services, and industry trends.
• Resolve client issues promptly and with attention to detail, ensuring a consistent and positive client experience.

Skills

Banking experience

Customer service

Communication skills

Phone/video support

Education

High school diploma, GED, or equivalent

Job description

Chase is seeking a Virtual Banker II to represent our brand with hospitality, delivering personalized financial solutions through phone and video while supporting customers across the country.

You will engage clients, advise on Chase products, connect them to specialists, and help them use self‑service tools like the Chase Mobile App, maintaining a warm, client‑first service mindset.

This role emphasizes compliance, learning fast, and helping clients feel valued as part of JPMorgan Chase.