Virtual Banking Associate — Client-First Concierge

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ is seeking a Virtual Banker II within Consumer Banking to deliver exceptional customer service through phone and video interactions. You will promote Chase solutions, assess financial needs, and connect clients with specialists to help them meet goals.

In this role you will guide clients in using Chase digital tools, maintain relationships, and strive to exceed performance metrics while staying compliant with bank policies and regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with proven success.
• Strong client-first attitude and ability to create hospitable experiences.
• Excellent communication skills over phone, video, and email.
• Proven relationship-building and collaborative skills.
• Proficiency in quickly learning products, services, and procedures.
• Ability to operate within risk and compliance boundaries.

Responsibilities

• Foster a welcoming atmosphere with client-first service and teamwork.
• Exceed client expectations and maintain a warm environment.
• Handle inbound and outbound calls to assess needs and offer solutions.
• Build strong client relationships through active listening and questions.
• Connect customers to experts for specialized financial needs.
• Guide clients to use Chase mobile app, Chase.com, and ATMs.
• Strive to meet performance metrics related to engagement and referrals.
• Resolve client issues promptly with attention to detail.

Skills

Client-first attitude

Relationship-building

Communication skills

Teamwork

Learning agility

Customer service experience

Education

High school diploma, GED, or equivalent

Job description

JPMorgan Chase & Co. in Tempe, AZ is seeking a Virtual Banker II within Consumer Banking to deliver exceptional customer service through phone and video interactions. You will promote Chase solutions, assess financial needs, and connect clients with specialists to help them meet goals.

In this role you will guide clients in using Chase digital tools, maintain relationships, and strive to exceed performance metrics while staying compliant with bank policies and regulatory requirements.