Remote Virtual Banker - Hospitality-Driven Banking

JPMorganChase

Plano (TX)

On-site

USD 42,000 - 62,000

Full time

4 days ago
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Job summary

Chase is seeking a Virtual Banker I in Consumer Banking to represent our brand with hospitality and a client‑first approach, delivering friendly service over the phone and guiding customers to the right digital solutions.

You will identify financial needs, share suitable products, assist with Chase Mobile App and online banking, and build lasting client relationships while upholding risk and compliance standards.

Qualifications

  • Demonstrated client‑first attitude with the ability to create a hospitable and friendly experience.
  • Strong relationship‑building skills, showing genuine care and concern during client interactions.
  • Excellent communication skills, with the ability to engage clients clearly and courteously over the phone and via email.
  • Proficiency in quickly and accurately learning products, services, and procedures.
  • Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
  • Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
  • Proven client service experience or comparable experience.
  • High school diploma, GED, or equivalent.

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 calls 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.
  • 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

Client-first attitude
Relationship-building
Excellent communication
Learning products quickly
Team collaboration
Compliance awareness
Client service experience

Education

High school diploma, GED, or equivalent
College degree or military equivalent

Job description

Chase is seeking a Virtual Banker I in Consumer Banking to represent our brand with hospitality and a client‑first approach, delivering friendly service over the phone and guiding customers to the right digital solutions.

You will identify financial needs, share suitable products, assist with Chase Mobile App and online banking, and build lasting client relationships while upholding risk and compliance standards.

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