Virtual Banking Concierge: Client Advisor

JPMorgan Chase & Co.; Westerville (OH); On-site; USD 42,000 - 56,000; Full time

Job summary

JPMorgan Chase & Co. in Westerville, OH is seeking a Virtual Banker I to deliver hospitable, client‑focused service over the phone. You will engage clients, suggest solutions, and guide usage of digital tools, aiming to build lasting relationships with every call.

Ideal candidates show a client-first attitude, strong communication skills, and the ability to learn quickly within a dynamic banking environment. This full-time role emphasizes hospitality and compliant service delivery.

Qualifications

• Client-first attitude and hospitable service.
• Strong relationship-building skills and genuine care.
• Excellent communication over phone and email.
• Ability to learn products, services, and procedures quickly.
• Team collaboration to deliver seamless service.
• Operate within risk and compliance requirements and complete training.
• 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 calls 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.
• 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-first attitude

Relationship building

Phone & email communication

Learning quickly

Team collaboration

Regulatory/compliance awareness

Education

High school diploma, GED, or equivalent

Job description

JPMorgan Chase & Co. in Westerville, OH is seeking a Virtual Banker I to deliver hospitable, client‑focused service over the phone. You will engage clients, suggest solutions, and guide usage of digital tools, aiming to build lasting relationships with every call.

Ideal candidates show a client-first attitude, strong communication skills, and the ability to learn quickly within a dynamic banking environment. This full-time role emphasizes hospitality and compliant service delivery.