Virtual Banking Advisor

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 25,000 - 33,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH is seeking a Virtual Banker II to deliver attentive, client-first service across inbound and outbound calls and video interactions.

You will offer financial guidance, connect clients to specialists, and promote digital self-service tools like the Chase Mobile App and Chase.com to meet their needs. The role emphasizes building strong client relationships, meeting sales targets, and staying current on product offerings while collaborating with One Chase

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Proven ability to build client relationships.
• Excellent communication over phone, video, and email.

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

Client relations

Sales experience

Communication skills

Team collaboration

Regulatory compliance awareness

Learning quickly

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in Columbus, OH is seeking a Virtual Banker II to deliver attentive, client-first service across inbound and outbound calls and video interactions.

You will offer financial guidance, connect clients to specialists, and promote digital self-service tools like the Chase Mobile App and Chase.com to meet their needs. The role emphasizes building strong client relationships, meeting sales targets, and staying current on product offerings while collaborating with One Chase