Remote Virtual Banker III - Elite Client Banking

Testing Site - JPMC; Tempe (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Virtual Banker III within Consumer Banking to manage a select group of clients and build lasting relationships. You will engage clients via phone and video, offering advice and connecting them to experts for specialized needs, while delivering hospitable, high-quality service.

You will guide customers through self-service options and contribute to a seamless banking experience, adhering to risk and regulatory standards.

Qualifications

• Demonstrated client-first attitude for hospitable experiences.
• 2+ years in Branch Banking or equivalent with new client acquisition.
• Strong relationship-building and communication skills.
• Ability to learn products, services, and procedures quickly.
• Team collaboration to deliver seamless service within risk/compliance constraints.
• Experience in retail banking or financial services with affluent clients is a plus.

Responsibilities

• Manage assigned customers virtually, building lasting relationships and tailoring product recommendations.
• Guide self-service options like Chase Mobile App, Chase.com, and ATMs.
• Partner with One Chase Partners to connect clients to experts for specialized needs.
• Demonstrate excellent communication via phone, video, and email.
• Influence and educate clients on technology and One Chase products.
• Adhere to policies, procedures, and regulatory requirements; meet compliance obligations.

Skills

Relationship-building

Communication skills

Customer service

Teamwork

Product knowledge

Compliance awareness

Education

High school diploma

Bachelor's degree or equivalent

Job description

Chase is seeking a Virtual Banker III within Consumer Banking to manage a select group of clients and build lasting relationships. You will engage clients via phone and video, offering advice and connecting them to experts for specialized needs, while delivering hospitable, high-quality service.

You will guide customers through self-service options and contribute to a seamless banking experience, adhering to risk and regulatory standards.