Virtual Banking Concierge

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

Job summary

JPMorgan Chase & Co. in Columbus, OH, is seeking a Virtual Banker II to deliver hospitality-driven, client-first banking services remotely. You will engage clients via phone and video, offering tailored financial solutions and referrals to specialists to meet their needs.

The role emphasizes building strong relationships, mastering Chase products, and guiding customers through digital self-service options to enhance their banking experience.

Qualifications

• 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
• Strong relationship-building skills, showing genuine care and concern during client interactions.
• Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
• Proficiency in quickly and accurately learning products, services, and procedures.
• Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
• Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
• Proven client service experience or comparable experience.

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 (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) 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

Client service

Communication

Relationship building

Team collaboration

Learning quickly

Compliance awareness

Hospitality mindset

Problem solving

Education

High school diploma or GED

College degree

Job description

JPMorgan Chase & Co. in Columbus, OH, is seeking a Virtual Banker II to deliver hospitality-driven, client-first banking services remotely. You will engage clients via phone and video, offering tailored financial solutions and referrals to specialists to meet their needs.

The role emphasizes building strong relationships, mastering Chase products, and guiding customers through digital self-service options to enhance their banking experience.