Virtual Banker II- Plano, TX

Location: Plano, TX, United States

Job Family: Client Management

About the Role

At JPMorgan Chase, we are a leading global financial services firm committed to helping clients achieve their financial goals through innovative banking solutions. As a Virtual Banker II in our Plano, TX location, you will play a pivotal role in delivering exceptional virtual support to a select portfolio of Chase clients and other customers. This position is ideal for professionals passionate about client management in the financial services industry, where you'll leverage digital tools to provide seamless, personalized banking experiences from a remote or hybrid setup. Your expertise will ensure clients feel valued and empowered, contributing to our mission of being the most trusted financial partner. In this dynamic role, you will handle a wide range of client interactions, from routine inquiries about account balances and transactions to more complex needs like loan applications or investment advice. You'll proactively engage with clients to understand their financial objectives, recommending JPMorgan Chase products such as our award-winning Chase Sapphire credit cards, high-yield savings accounts, or wealth management services. Compliance and security are paramount; you'll vigilantly monitor for fraud and adhere to strict regulatory standards, safeguarding client assets in an ever-evolving digital landscape. Collaboration with branch teams and specialists will be key to resolving escalated issues efficiently. We value innovation and growth at JPMorgan Chase, offering robust training programs to keep you ahead in fintech advancements. This position not only demands strong technical proficiency but also a client-centric mindset to foster long-term relationships. Join us in Plano, TX, and be part of a team that's redefining virtual banking, driving client satisfaction, and supporting the firm's global impact in finance.

Key Responsibilities

• Serve as the primary virtual point of contact for a dedicated group of Chase clients, providing personalized support via phone, chat, email, and video
• Assist clients with account management, including deposits, transfers, payments, and resolving discrepancies
• Educate clients on JPMorgan Chase's suite of banking products, such as checking/savings accounts, credit cards, loans, and investment options
• Identify and recommend appropriate financial solutions to meet client needs, driving cross-selling opportunities
• Monitor client accounts for unusual activity, ensuring compliance with anti-fraud protocols and federal regulations
• Collaborate with internal teams, including branch bankers and specialists, to escalate complex issues and deliver seamless service
• Maintain accurate records of client interactions in CRM systems and generate reports on client satisfaction and performance metrics
• Stay updated on industry trends, JPMorgan Chase policies, and digital innovations to enhance virtual banking experiences
• Handle inbound inquiries from non-assigned customers, providing efficient triage and resolution
• Contribute to team goals by participating in training sessions and process improvement initiatives

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field, or equivalent work experience
• At least 2 years of experience in customer service, banking, or financial services
• Strong knowledge of banking products, services, and regulatory requirements
• Proficiency in virtual communication tools and digital banking platforms
• Ability to handle sensitive client information with strict confidentiality
• Excellent problem-solving skills and attention to detail
• Availability to work flexible hours, including evenings and weekends as needed

Preferred Qualifications

• Experience in a call center or remote client support role within a financial institution
• Familiarity with JPMorgan Chase's digital banking tools and CRM systems
• Certification in financial services, such as Series 6 or 7 licenses
• Bilingual proficiency in English and Spanish or another language to serve diverse clients
• Previous experience managing high-net-worth client portfolios

Required Skills

• Expertise in financial products and services offered by JPMorgan Chase
• Proficiency in virtual communication platforms like Zoom, Microsoft Teams, and secure chat tools
• Strong customer relationship management using CRM software such as Salesforce
• Knowledge of banking regulations, including FDIC, AML, and KYC compliance
• Digital literacy in online banking apps, mobile platforms, and cybersecurity best practices
• Exceptional verbal and written communication skills for clear client interactions
• Active listening and empathy to build trust with diverse client bases
• Analytical skills for reviewing account data and identifying financial opportunities
• Time management and multitasking in a fast-paced remote environment
• Problem-solving abilities to resolve complex client issues efficiently
• Adaptability to evolving financial technologies and client needs
• Team collaboration skills for cross-functional support within JPMorgan Chase
• Attention to detail in documentation and transaction processing
• Sales acumen for recommending tailored banking solutions
• Cultural sensitivity to serve a global clientele effectively

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced degrees
• Employee stock purchase plan and performance-based bonuses
• Wellness programs, including gym memberships, mental health support, and financial wellness resources
• Flexible work arrangements and remote work stipends for eligible roles
• Access to JPMorgan Chase's global employee assistance program for personal and professional support

JP Morgan Chase is an equal opportunity employer.