Virtual Banking Relationship Advisor

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Health benefits

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. is seeking a Virtual Banker III in Consumer Banking to manage a select group of clients virtually, delivering personalized banking recommendations and a seamless digital experience.

You will guide clients through Chase Mobile App and Chase.com, coordinating with experts for specialized needs while maintaining high service standards and compliance. The role emphasizes relationship-building and client-centric solutions.

Qualifications

Responsibilities

• Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
• Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
• Partner with One Chase Partners to connect customers to experts for specialized financial needs.
• Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
• Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
• Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
• Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
• Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
• Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
• Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.

Skills

Client relationship building

Communication skills

Financial services experience

Hospitable service mindset

Education

High school diploma or equivalent

College degree (preferred)

Tools

Chase Mobile App

Chase.com

ATMs

One Chase Partners

Job description

JPMorgan Chase & Co. is seeking a Virtual Banker III in Consumer Banking to manage a select group of clients virtually, delivering personalized banking recommendations and a seamless digital experience.

You will guide clients through Chase Mobile App and Chase.com, coordinating with experts for specialized needs while maintaining high service standards and compliance. The role emphasizes relationship-building and client-centric solutions.