Virtual Banking Specialist — Client-First & Tech-Savvy

Testing Site - JPMC; Detroit (MI); Remote; USD 45,000 - 70,000; Full time

Job summary

JPMorgan Chase in Detroit, MI is seeking a Virtual Banker II in Consumer Banking to deliver hospitality and digital banking solutions through phone and video. You’ll help clients meet their financial needs and connect them with experts for specialized services.

Responsibilities include building relationships, guiding customers to Chase digital tools, and achieving engagement and referral goals while maintaining compliance and a client-first mindset.

Qualifications

• 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
• Strong relationship-building skills, showing genuine care and concern during client interactions.
• Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
• Proficiency in quickly and accurately learning products, services, and procedures.
• Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
• Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
• 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 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 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.

Education

High school diploma or GED

Job description

JPMorgan Chase in Detroit, MI is seeking a Virtual Banker II in Consumer Banking to deliver hospitality and digital banking solutions through phone and video. You’ll help clients meet their financial needs and connect them with experts for specialized services.

Responsibilities include building relationships, guiding customers to Chase digital tools, and achieving engagement and referral goals while maintaining compliance and a client-first mindset.