Remote Personal Banker

JPMorgan Chase & Co.; Plano (TX); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Virtual Banker I within Consumer Banking to provide hospitality-driven service to clients over the phone using the latest banking solutions and digital tools.

You will guide customers, offer financial solutions, and help them feel valued through a friendly, professional experience. As a Virtual Banker I, you will engage with callers, learn products quickly, collaborate with teammates, and meet performance metrics while maintaining strong compliance

Qualifications

• Demonstrated client-first attitude
• Strong relationship-building skills
• Excellent communication over phone and email
• Proficiency in quickly learning products, services, and procedures
• Team collaboration for seamless service
• Compliance with risk parameters and training
• Proven client service experience or comparable experience
• High school diploma, GED, or equivalent

Responsibilities

• Deliver attentive, client-first service and collaborate with team to provide solutions
• Exceed client expectations and create a welcoming environment
• Handle inbound calls, identify financial needs, and offer personalized solutions
• Build strong client relationships through active listening and thoughtful questioning
• Promote technology self-service like Chase Mobile App and Chase.com
• Meet or exceed performance metrics for client engagement and referrals
• Resolve client issues promptly with attention to detail

Skills

Client-first attitude

Relationship-building

Excellent communication

Product knowledge

Team collaboration

Compliance awareness

Customer service experience

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Virtual Banker I within Consumer Banking to provide hospitality-driven service to clients over the phone using the latest banking solutions and digital tools.

You will guide customers, offer financial solutions, and help them feel valued through a friendly, professional experience. As a Virtual Banker I, you will engage with callers, learn products quickly, collaborate with teammates, and meet performance metrics while maintaining strong compliance