Virtual Banker II Client-First Banking Pro

JPMorgan Chase & Co.; Detroit (MI); On-site; USD 42,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in Detroit is seeking a Virtual Banker II in Consumer Banking to engage clients via phone and video, offer guidance on financial products, and connect customers to experts for specialized needs. A hospitality-focused mindset is essential.

The role requires at least 1 year of banking or related financial services experience, excellent communication, and a high school diploma. You will work in a team-driven environment with compliance and regulatory awareness central to daily

Qualifications

• 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• 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, video, 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 and outbound communication 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.
• Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
• 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

Customer service

Communication

Financial products

Education

High school diploma

Job description

JPMorgan Chase & Co. in Detroit is seeking a Virtual Banker II in Consumer Banking to engage clients via phone and video, offer guidance on financial products, and connect customers to experts for specialized needs. A hospitality-focused mindset is essential.

The role requires at least 1 year of banking or related financial services experience, excellent communication, and a high school diploma. You will work in a team-driven environment with compliance and regulatory awareness central to daily