Virtual Banking Advisor II: Client-First Service

JP Morgan Chase; Columbus (OH); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Columbus, OH is seeking a Virtual Banker II within Consumer Banking to deliver hospitality-driven service, engage clients via phone and video, and introduce Chase products and digital solutions. This role emphasizes building relationships and connecting clients to experts for tailored financial needs.

The position requires a client-focused mindset, strong communication skills, and the ability to learn quickly while collaborating with team members to reach performance goals.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Strong client-service mindset and ability to build relationships.
• Willingness to learn products and procedures quickly.

Responsibilities

• Provide welcoming, hospitality-driven service and solutions.
• Handle inbound/outbound calls and video chats.
• Refer clients to specialists for complex needs.
• Promote Chase mobile app and digital tools.
• Meet engagement and referral targets.
• Collaborate with colleagues to ensure seamless service.

Skills

Client-first attitude

Relationship-building

Excellent communication

Active listening

Team collaboration

Tech-savvy banking apps

Regulatory awareness

Education

High school diploma or equivalent

Job description

JPMorgan Chase in Columbus, OH is seeking a Virtual Banker II within Consumer Banking to deliver hospitality-driven service, engage clients via phone and video, and introduce Chase products and digital solutions. This role emphasizes building relationships and connecting clients to experts for tailored financial needs.

The position requires a client-focused mindset, strong communication skills, and the ability to learn quickly while collaborating with team members to reach performance goals.