Virtual Banker III - Elite Client Relationships

Archer; Columbus (OH); Remote; USD 48,000 - 70,000; Full time

Job summary

JPMorgan Chase is seeking a Virtual Banker III in Consumer Banking to represent the brand with hospitality and provide tailored banking solutions to a select group of Chase clients. The role involves engaging clients via phone and video, guiding them to self-service options, and connecting them with specialists for complex needs.

The position emphasizes building lasting relationships, delivering thoughtful service, and meeting compliance requirements while leveraging One Chase products to

Qualifications

• 2+ years of Branch Banking 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

• Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
• Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
• Partner with One Chase Partners to connect customers to experts for specialized financial needs.
• Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
• Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
• Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
• Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
• Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
• Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
• Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.

Skills

Branch Banking experience

Client-first attitude

Relationship-building

Excellent communication

Product knowledge learning

Team collaboration

Compliance training

High school diploma

Education

High school diploma

College degree

Job description

JPMorgan Chase is seeking a Virtual Banker III in Consumer Banking to represent the brand with hospitality and provide tailored banking solutions to a select group of Chase clients. The role involves engaging clients via phone and video, guiding them to self-service options, and connecting them with specialists for complex needs.

The position emphasizes building lasting relationships, delivering thoughtful service, and meeting compliance requirements while leveraging One Chase products to