JPMorgan Chase
Virtual Banker II - Tempe, AZ
Tempe, AZ · Full-time · Posted Aug 24, 2026
- Experience
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries; proven client service experience or comparable experience.
- Education
- High school diploma, GED, or equivalent.
About the job
Provides virtual consumer banking service by phone and video, identifying clients’ financial needs, recommending solutions, and referring them to specialists.
What you'll do
- Engage clients through inbound and outbound phone and video communications; identify needs and offer personalized financial solutions.
- Connect clients with specialized banking experts and guide them in using Chase digital self-service options.
- Resolve client issues and meet client engagement and referral performance metrics.
What they ask for
- 1+ year of sales experience in Retail Banking, Financial Services, or another related industry, with success establishing clients, deepening relationships, and delivering results.
- Strong communication and relationship-building skills, including client interactions by phone, video, and email.
- Proven client service experience or comparable experience.
- High school diploma, GED, or equivalent.
Nice to have
- Ability to influence, educate, and connect customers to technology solutions.
- Experience with banking policies, procedures, and regulatory requirements; college degree or military equivalent.
Tools
Chase Mobile App, Chase.com, ATMs, NMLS
Model-written summary · the original posting is authoritative