Virtual Banking Specialist – Client-First Concierge

JPMorganChase; Tempe (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Chase is seeking a Virtual Banker I in Consumer Banking to provide warm, hospitable service by phone, guiding clients to appropriate financial solutions and digital self-service tools. You will build relationships, learn products quickly, and work with a team to exceed client expectations while maintaining compliance and risk controls.

This entry-level role emphasizes customer engagement, product knowledge, and the ability to convert inquiries into actionable financial guidance, contributing to

Qualifications

• Demonstrated client-first attitude in service roles.
• Strong relationship-building skills and genuine care for clients.
• Excellent verbal and written communication over phone and email.
• Ability to quickly learn products, services, and procedures.
• Collaborative team player delivering seamless service.
• Commitment to risk parameters and compliance training.
• Proven client service experience or comparable work.

Responsibilities

• Deliver attentive, hospitable service with a client-first focus.
• Exceed client expectations and foster a warm environment.
• Handle inbound calls and identify financial needs to offer solutions.
• Build strong client relationships and refer to experts when needed.
• Guide clients to technology self-service options like Chase Mobile App and Chase.com.
• Meet or exceed metrics related to client engagement and referrals.

Skills

Client-first attitude

Relationship building

Clear communication

Product and procedures learning

Team collaboration

Compliance awareness

Prior client service

Education

High school diploma or GED

College degree or military equivalent

Tools

Chase Mobile App

Chase.com

ATMs

Job description

Chase is seeking a Virtual Banker I in Consumer Banking to provide warm, hospitable service by phone, guiding clients to appropriate financial solutions and digital self-service tools. You will build relationships, learn products quickly, and work with a team to exceed client expectations while maintaining compliance and risk controls.

This entry-level role emphasizes customer engagement, product knowledge, and the ability to convert inquiries into actionable financial guidance, contributing to