Virtual Banker II — Personal Banking & Customer Care

JPMorganChase; Plano (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

JPMorgan Chase is seeking a Virtual Banker II in Plano, TX, to deliver hospitality-driven service and leverage cutting-edge digital tools. You will engage clients via phone and video, uncover their financial needs, and connect them with specialists to build lasting relationships.

In this role, a client-first mindset, strong communication, and the ability to learn quickly about Chase products are essential. Bilingual English/Spanish is required to serve diverse clients effectively.

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.
• Bilingual in English and Spanish is required for this.

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

Banking experience

Client-first attitude

Relationship building

Communication skills

Team collaboration

Regulatory compliance

Customer service experience

Bilingual English/Spanish

Education

High school diploma or equivalent

Job description

JPMorgan Chase is seeking a Virtual Banker II in Plano, TX, to deliver hospitality-driven service and leverage cutting-edge digital tools. You will engage clients via phone and video, uncover their financial needs, and connect them with specialists to build lasting relationships.

In this role, a client-first mindset, strong communication, and the ability to learn quickly about Chase products are essential. Bilingual English/Spanish is required to serve diverse clients effectively.