Virtual Banking Advisor II – Client-Focused & Tech-Savvy

JPMorganChase; Chicago (IL); On-site; USD 42,000 - 68,000; Full time

Job summary

JPMorgan Chase is seeking a Virtual Banker II in Chicago to deliver warm, client-centric service to our customers via phone and video. You will present hospitality-driven solutions, guide clients through Chase digital tools, and connect them with specialists for specialized needs.

The role emphasizes sales with a client-first mindset, collaboration with partners, and adherence to banking regulations. Aminimum of 1 year in retail banking sales helps you thrive in a fast-paced, outcomes-oriented

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Demonstrated client-first attitude with hospitable, friendly experience.
• Strong relationship-building skills with genuine care.
• Excellent communication over phone, video, and email.
• Ability to learn banking products and procedures quickly.
• Able to work collaboratively to deliver seamless service.
• Commitment to compliance and risk parameters.
• High school diploma or equivalent.

Responsibilities

• Foster a welcoming atmosphere by delivering attentive and friendly service and collaborating with team members to provide the most appropriate solutions.
• Demonstrate commitment to hospitality by consistently exceeding client expectations and creating a warm 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 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

Sales experience

Client-first attitude

Relationship-building

Excellent communication

Team collaboration

Product knowledge learning

Compliance awareness

Proven client service experience

Education

High school diploma, GED, or equivalent

Job description

JPMorgan Chase is seeking a Virtual Banker II in Chicago to deliver warm, client-centric service to our customers via phone and video. You will present hospitality-driven solutions, guide clients through Chase digital tools, and connect them with specialists for specialized needs.

The role emphasizes sales with a client-first mindset, collaboration with partners, and adherence to banking regulations. Aminimum of 1 year in retail banking sales helps you thrive in a fast-paced, outcomes-oriented