Virtual Banking Specialist: Client Care & Solutions

Testing Site - JPMC; Tempe (AZ); On-site; USD 52,000 - 66,000; Full time

Job summary

Chase is seeking a Virtual Banker II in Tempe, AZ to deliver hospitality-focused service and financial guidance. You will engage clients via phone and video, offer tailored solutions, and connect customers to specialists for complex needs while promoting Chase digital tools for self-service.

The role emphasizes client-first service, strong communication, and teamwork within Consumer Banking to support the bank’s commitment to exceptional experiences and inclusive customer care.

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

Customer service

Communication skills

Problem solving

Job description

Chase is seeking a Virtual Banker II in Tempe, AZ to deliver hospitality-focused service and financial guidance. You will engage clients via phone and video, offer tailored solutions, and connect customers to specialists for complex needs while promoting Chase digital tools for self-service.

The role emphasizes client-first service, strong communication, and teamwork within Consumer Banking to support the bank’s commitment to exceptional experiences and inclusive customer care.