Virtual Banking Advisor for Affluent Clients

Testing Site - JPMC; Columbus (OH); Remote; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase is seeking a Virtual Banker III to manage a select group of clients virtually, leveraging Chase’s digital tools to deliver personalized service. You will guide customers through mobile and online banking, advise on products, and connect them with experts for complex needs.

The role emphasizes relationship-building, strong communication across video, phone, and email, and adherence to risk and compliance standards within a high-service environment.

Qualifications

• Proven ability to acquire and deepen client relationships.
• Demonstrated hospital and friendly client interactions.
• Ability to learn products and procedures quickly.
• Strong communication across phone, video, and email.

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 across phone, video, and email to engage customers and resolve issues.

Skills

Relationship building

Excellent communication

Spanish proficiency

Learning products quickly

Team collaboration

Regulatory compliance

Education

High school diploma or GED

Tools

Chase Mobile App

Chase.com

Job description

JPMorgan Chase is seeking a Virtual Banker III to manage a select group of clients virtually, leveraging Chase’s digital tools to deliver personalized service. You will guide customers through mobile and online banking, advise on products, and connect them with experts for complex needs.

The role emphasizes relationship-building, strong communication across video, phone, and email, and adherence to risk and compliance standards within a high-service environment.