Virtual Banking Advisor II

JPMorganChase; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Virtual Banker II in the Columbus area to deliver hospitality-driven service and financial guidance. You will engage clients via phone and video, connect them to specialists, and promote Chase digital tools to enhance the banking experience.

This role emphasizes relationship-building, understanding customer needs, and meeting performance metrics while operating within risk and compliance guidelines.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.

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 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.
• 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.

Education

High school diploma, GED, or equivalent

1+ year of sales experience in Retail Banking/ Financial Services

Excellent communication skills (phone/video/email)

Client-first attitude / hospitality

Strong relationship-building & teamwork

Ability to learn products/services quickly

Job description

JPMorgan Chase is seeking a Virtual Banker II in the Columbus area to deliver hospitality-driven service and financial guidance. You will engage clients via phone and video, connect them to specialists, and promote Chase digital tools to enhance the banking experience.

This role emphasizes relationship-building, understanding customer needs, and meeting performance metrics while operating within risk and compliance guidelines.