Virtual Banking Relationship Manager

Testing Site - JPMC; Columbus (OH); Remote; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase in Columbus, OH is seeking a Virtual Banker III to deliver exceptional client service while leveraging digital banking tools. You will manage a select group of clients virtually, offering guidance and product recommendations to meet financial needs.

You will guide self-service options, collaborate with experts, and maintain compliance, building relationships with affluent clients and driving engagement and referrals. Strong communication across phone, video, and email is essential.

Qualifications

• 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
• Client-first attitude with hospitable and friendly experience.
• Excellent communication skills over phone, video, and email.
• Ability to learn products and procedures quickly.
• Team collaboration to deliver seamless service.

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

Customer service

Relationship building

Communication skills

Financial services

Team collaboration

Education

High school diploma

Job description

JPMorgan Chase in Columbus, OH is seeking a Virtual Banker III to deliver exceptional client service while leveraging digital banking tools. You will manage a select group of clients virtually, offering guidance and product recommendations to meet financial needs.

You will guide self-service options, collaborate with experts, and maintain compliance, building relationships with affluent clients and driving engagement and referrals. Strong communication across phone, video, and email is essential.