Virtual Banking Advisor — Client-First Service

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 31,000 - 43,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago is seeking a Virtual Banker II in Consumer Banking to deliver hospitality-driven service and help clients achieve their financial goals.

You will engage customers via phone and video, explain products, and guide them to the right Chase specialists to meet their needs. With a client-first mindset, you will nurture relationships, respond promptly to inquiries, and use Chase digital tools to enhance the customer experience.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Demonstrated client-first attitude with hospitality.
• Excellent communication via phone, video, and email.
• Commitment to operating within risk parameters and completing required training.

Responsibilities

• Foster a welcoming atmosphere by delivering attentive and friendly service and collaborating with team members.
• Exceed client expectations by creating a warm and inviting environment.
• Handle inbound and outbound communications to engage clients and offer personalized solutions.
• Cultivate relationships through active listening and thoughtful questioning.
• Connect customers to experts for specialized financial needs.
• Guide clients in utilizing Chase Mobile App, Chase.com, and ATMs.
• Achieve or exceed performance metrics related to client engagement and referrals.
• Resolve client issues promptly with attention to detail.

Skills

Sales experience

Client-first attitude

Relationship-building

Excellent communication

Teamwork

Regulatory/compliance

High school diploma

Education

High school diploma or equivalent

College degree

Job description

JPMorgan Chase & Co. in Chicago is seeking a Virtual Banker II in Consumer Banking to deliver hospitality-driven service and help clients achieve their financial goals.

You will engage customers via phone and video, explain products, and guide them to the right Chase specialists to meet their needs. With a client-first mindset, you will nurture relationships, respond promptly to inquiries, and use Chase digital tools to enhance the customer experience.