Virtual Banker I: Welcoming Financial Guidance

Testing Site - JPMC; Tempe (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Chase is seeking a Virtual Banker I in Tempe, AZ to serve clients with hospitality and a client-first approach. You will handle inbound calls, assess financial needs, and offer tailored solutions while guiding clients to digital channels for convenient banking.

The role emphasizes building lasting client relationships, collaborating with teammates, and staying up-to-date on products, services, and regulatory requirements.

Qualifications

• Demonstrated client-first attitude with hospitality.
• Strong relationship-building skills and care for clients.
• Excellent communication over phone and email.
• Proficient at quickly learning products and procedures.
• Ability to work collaboratively in a team.
• Commitment to risk parameters and compliance training.
• Proven client service experience or equivalent.
• High school diploma, GED, or equivalent.

Responsibilities

• Foster a welcoming atmosphere by delivering attentive and friendly service and collaborating with team to provide solutions.
• Consistently exceed client expectations and create a warm environment.
• Handle inbound calls to engage in conversations, identify financial needs, and offer solutions.
• Cultivate strong client relationships through active listening and questioning.
• Guide clients in using Chase Mobile App, Chase.com, and ATMs.
• Achieve performance metrics related to 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

Proven client service experience

High school diploma or GED

Education

High school diploma, GED, or equivalent

Job description

Chase is seeking a Virtual Banker I in Tempe, AZ to serve clients with hospitality and a client-first approach. You will handle inbound calls, assess financial needs, and offer tailored solutions while guiding clients to digital channels for convenient banking.

The role emphasizes building lasting client relationships, collaborating with teammates, and staying up-to-date on products, services, and regulatory requirements.