Virtual Banker II: Customer-First Banking + Tech

JP Morgan Chase; Tempe (AZ); On-site; USD 52,000 - 75,000; Full time

Job summary

JP Morgan Chase in Tempe, AZ, is hiring a Virtual Banker II to engage clients via phone and video, offering financial guidance and connecting them with specialists for needs beyond basic banking. The role emphasizes hospitality, a client‑first mindset, and strong team collaboration.

You will guide customers to use Chase digital tools, achieve performance metrics, and maintain up‑to‑date knowledge of products and industry trends.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success in acquiring and growing clients.
• Demonstrated client‑first attitude delivering hospitable experiences.
• Strong relationship-building skills and care for clients.

Responsibilities

• Foster a welcoming atmosphere with attentive, client‑first service and collaborative problem solving.
• Exceed client expectations by creating a warm, inviting environment.
• Handle inbound and outbound calls to identify financial needs and offer solutions.
• Build strong client relationships through active listening and thoughtful questions.
• Refer clients to experts when needed to address specialized financial needs.

Skills

Sales experience

Customer service

Communication skills

Team collaboration

Compliance awareness

Learning agility

Education

High school diploma

Job description

JP Morgan Chase in Tempe, AZ, is hiring a Virtual Banker II to engage clients via phone and video, offering financial guidance and connecting them with specialists for needs beyond basic banking. The role emphasizes hospitality, a client‑first mindset, and strong team collaboration.

You will guide customers to use Chase digital tools, achieve performance metrics, and maintain up‑to‑date knowledge of products and industry trends.