Virtual Banker III — Elite Relationship Banker

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ seeks a Virtual Banker III to manage a portfolio of clients virtually, delivering personalized banking solutions and exceptional service.

Engage clients via phone and video, guide to Chase Mobile App and Chase.com, and coordinate with experts for complex needs while maintaining a high-touch experience. Qualifications include 2+ years in branch banking or related financial services, a client-first mindset, and strong communication skills.

Qualifications

• Acquire and grow client relationships with a relationship-focused approach.
• 2+ years in branch banking or equivalent with new client acquisition.
• Hospitable, friendly client service.
• Excellent written, phone, and video communication.
• Ability to learn products and procedures quickly.
• Collaborate to deliver seamless service.
• Adhere to risk, compliance, and training requirements.
• Experience in financial services customer service.
• High school diploma or GED.

Responsibilities

• Manage assigned customers virtually, building lasting relationships and tailoring recommendations based on needs.
• Guide self-service options like Chase Mobile App, Chase.com, and ATMs.
• Partner with One Chase Partners to connect customers to experts.
• Demonstrate strong communication to engage customers and resolve issues.
• Educate customers about technology, delivering integrated One Chase solutions.
• Adhere to policies and regulatory requirements, within risk parameters.
• Meet or exceed performance metrics for client engagement and referrals.
• Create a welcoming atmosphere and cultivate relationships with affluent clients.
• Lead in delivering an outstanding experience to Chase customers.
• Cultivate relationships with affluent clients, tailoring features to needs.

Skills

Client relationships

New client acquisition

Hospitable service

Communication skills

Product knowledge

Team collaboration

Regulatory compliance

High school diploma

Education

High school diploma

College degree (preferred)

Job description

JPMorgan Chase & Co. in Tempe, AZ seeks a Virtual Banker III to manage a portfolio of clients virtually, delivering personalized banking solutions and exceptional service.

Engage clients via phone and video, guide to Chase Mobile App and Chase.com, and coordinate with experts for complex needs while maintaining a high-touch experience. Qualifications include 2+ years in branch banking or related financial services, a client-first mindset, and strong communication skills.