At Chase, we are passionate about creating memorable experiences for our clients
and employees, making them feel welcomed, valued, and understood. We build
lasting relationships by doing the right thing, exceeding expectations, and
embracing diversity and inclusion.
As a Virtual Banker II within Consumer Banking, you will represent our brand and
culture with the utmost hospitality, using the latest banking solutions and
cutting-edge financial technology combined with friendly and attentive service.
You will engage clients via both inbound and outbound communication through
phone and video, providing strong customer service. Your responsibilities
include offering advice and sharing products and services to help them meet
their financial needs, connecting them to our team of experts to assist with
specialized financial needs, all while making them feel appreciated and
embodying our commitment to being the bank for all.
Job 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.
Required Qualifications, Capabilities, and Skills
1+ year of sales experience in Retail Banking, Financial Services, or other
related industries with proven success in establishing new clients, deepening
relationships, and delivering results.
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.
High school diploma, GED, or equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to
technology solutions.
Experience adhering to banking policies, procedures, and regulatory
requirements.
Experienced in retail banking, financial services, or a consultative customer
relationship role in a related industry, such as hospitality service
industries, with proven success in deepening client relationships and
delivering results.
College degree or military equivalent.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification
requirements for Loan Originators. As such, an employment offer for this
position is contingent on JPMC's review of your criminal conviction history,
credit report, information available through NMLS, and any other information
relevant to a determination by JPMC that you demonstrate financial
responsibility, good character, and general fitness for the position. Note that
any felony conviction within the last seven years will disqualify you from
consideration for this position. Your continued employment in this position
would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan
Originator requirements.
In addition, this position requires National Mortgage Licensing System and
Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active
employment with JPMorgan Chase, you will be required to either register on NMLS,
or to update your existing registration as necessary to grant access to and
reflect your employment with JPMorgan Chase. Your continued employment in this
position with JPMorgan Chase is contingent upon compliance with the SAFE Act,
including successful registration immediately after your start date, and timely
completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes
or through NMLS notifications may impact your employment with the firm. Any of
the completed information you provide during the Chase on-line application
process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please
carefully review the information you provide to Chase for accuracy and
consistency and with any current NMLS record, if applicable, before submitting.
Further information about NMLS and registration requirements of registration can
be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
[http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default]
Chase is a leading financial services firm, helping nearly half of America’s
households and small businesses achieve their financial goals through a broad
range of financial products. Our mission is to create engaged, lifelong
relationships and put our customers at the heart of everything we do. We also
help small businesses, nonprofits and cities grow, delivering solutions to solve
all their financial needs.
We offer a competitive total rewards package including base salary determined
based on the role, experience, skill set and location. Those in eligible roles
may receive commission-based pay and/or discretionary incentive compensation,
paid in the form of cash and/or forfeitable equity, awarded in recognition of
individual achievements and contributions. We also offer a range of benefits
and programs to meet employee needs, based on eligibility. These benefits
include comprehensive health care coverage, on-site health and wellness centers,
a retirement savings plan, backup childcare, tuition reimbursement, mental
health support, financial coaching and more. Additional details about total
compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring
to our global workforce are directly linked to our success. We are an equal
opportunity employer and place a high value on diversity and inclusion at our
company. We do not discriminate on the basis of any protected attribute,
including race, religion, color, national origin, gender, sexual orientation,
gender identity, gender expression, age, marital or veteran status, pregnancy or
disability, or any other basis protected under applicable law. We also make
reasonable accommodations for applicants’ and employees’ religious practices and
beliefs, as well as mental health or physical disability needs. Visit our FAQs
[https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about
requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a
range of financial services, including personal banking, credit cards,
mortgages, auto financing, investment advice, small business loans and payment
processing. We’re proud to lead the U.S. in credit card sales and deposit growth
and have the most-used digital solutions – all while ranking first in customer
satisfaction.