Virtual Banker: Hospitable, Tech-Savvy Client Advisor

JPMorgan Chase & Co.; Plano (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Virtual Banker I in Plano, TX, within Consumer Banking. You will engage clients over the phone, providing friendly, knowledgeable service and using Chase's digital tools to meet financial needs.

Responsibilities include handling inbound calls, offering personalized financial solutions, and building strong client relationships. A high school diploma or GED is required, with a focus on hospitality and client care.

Qualifications

• Must have a client-first approach delivering hospitable service.
• Strong relationship-building and clear communication with clients.
• Ability to quickly learn Chase products, services, and procedures.
• Collaborate with team to provide seamless service while following risk guidelines.
• Proven client service experience or comparable background.

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

Product learning agility

Team collaboration

Compliance awareness

Customer service experience

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Virtual Banker I in Plano, TX, within Consumer Banking. You will engage clients over the phone, providing friendly, knowledgeable service and using Chase's digital tools to meet financial needs.

Responsibilities include handling inbound calls, offering personalized financial solutions, and building strong client relationships. A high school diploma or GED is required, with a focus on hospitality and client care.