Virtual Banker II - Garage - Plano, TX or Columbus, OH

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood through our commitment to hospitality. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.

As a Virtual Banking Garage Banker 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 participate in test-and-learn initiatives, collaborate with cross-functional partners, and help shape the roadmap for innovation—ensuring Chase remains at the forefront of banking excellence. You’ll engage clients over the phone and through Video Meeting, tailoring advice and sharing products and services to help clients meet their financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.

Job Responsibilities

• Participate in test-and-learn initiatives by piloting and executing new solutions, processes, and technologies—helping to design, launch, measure, and refine pilots while providing real-time feedback and insights to Virtual Bank Leaders and partners

• Deliver exceptional, client-first service by fostering a welcoming and hospitable atmosphere, and cultivating strong relationships through active listening, thoughtful questioning, and personalized financial solutions.

• Use analytics, digital tools, automation, and simultaneously navigate multiple applications, CRMs, and tracking systems to inform your work, measure impact, and identify opportunities for improvement.

• Cultivate strong partner and client relationships to ensure Garage Tests are executed with excellence and aligned to business drivers, while ensuring every participant feels valued, informed, and supported throughout the process.

• Guide clients in using technology self-service options (Chase Mobile App, Chase.com, ATMs), and educate them on new features and enhancements.

• Refer clients to One Chase Partners (Consumer Branch partners, Private Client Advisors, Home Lending Advisors, Business Relationship Managers, etc.) for specialized needs and own the client experience end-to-end.

• Operate within established risk parameters and compliance obligations, completing required training efficiently.

Required Qualifications, Capabilities, and Skills

• 1+ years of sales experience in Retail Banking, Financial Services, or related industries, with proven success in establishing new clients, deepening relationships, and delivering results.

• Highly organized, adaptable, and curious, with a strong desire to learn and improve relentlessly—pivoting quickly based on testing strategy, outcomes, and feedback.

• 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 new products, services, procedures, and digital tools.

• 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.

• High school diploma, GED, or equivalent.

Preferred Qualifications, Capabilities, and Skills

• Experience participating in pilots, test-and-learn programs, or process improvement initiatives is a plus.

• Strong desire and ability to influence, educate, and connect customers to technology solutions.

• Experience adhering to banking policies, procedures, and regulatory requirements.

• Experience with digital transformation, automation, or innovation initiatives.

• College degree or military equivalent.

• 100% in Office

• Columbus, Plano, or Tempe

Additional Requirements

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