Virtual Banker II - Chicago, IL Bilingual English and Spanish Required

About the role

As a Virtual Banker II within Consumer Banking at Chase, 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 while offering advice and sharing products and services to help them meet their financial needs.

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.

Requirements

• 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.
• Bilingual in English and Spanish is required.

Preferred Qualifications

• Strong desire and ability to influence, educate, and connect customers to technology solutions.
• Experience adhering to banking policies, procedures, and regulatory requirements.
• Experience 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.

About Us

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 offer a competitive total rewards package including base salary, commission-based pay, and discretionary incentive compensation. 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.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC's review of your criminal conviction history, credit report, and other relevant information. Any felony conviction within the last seven years will disqualify you from consideration. Additionally, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.