Virtual Banker II — Client-First Banking & Tech Help

JPMorgan Chase & Co.; Plano (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Virtual Banker II within Consumer Banking to deliver hospitality, advise clients, and connect them with experts using digital tools.

You will engage clients via phone and video, drive solutions to meet financial needs, and collaborate with internal teams to ensure a seamless, compliant, and personalized banking experience. This role emphasizes relationship-building, strong communication, and a client-first attitude to help Chase remain the bank for

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with proven success.
• Demonstrated client-first attitude with hospitality mindset.
• Strong relationship-building and communication skills.
• Ability to learn products, services, and procedures quickly.
• Team player with a collaborative mindset.
• Commitment to risk and compliance requirements.
• High school diploma, GED, or equivalent.

Responsibilities

• Foster a welcoming atmosphere by delivering attentive, client-first service and collaborating with team members to provide appropriate solutions.
• Exceed client expectations by creating a warm, inviting environment.
• Handle inbound and outbound communication to engage clients, identify needs, and offer personalized financial solutions.
• Cultivate client relationships through active listening and thoughtful questioning, referring clients to experts as needed.
• Partner with specialists to connect customers to experts for specialized financial needs.
• Guide clients in using technology self-service options like the Chase Mobile App and Chase.com.
• Aim to achieve or exceed metrics related to client engagement and referrals while staying informed on products and trends.
• Resolve client issues promptly with attention to detail to ensure a positive experience.

Skills

Sales experience

Client-first

Relationship-building

Strong communication

Team collaboration

Compliance awareness

Financial literacy

Education

High school diploma/GED

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Virtual Banker II within Consumer Banking to deliver hospitality, advise clients, and connect them with experts using digital tools.

You will engage clients via phone and video, drive solutions to meet financial needs, and collaborate with internal teams to ensure a seamless, compliant, and personalized banking experience. This role emphasizes relationship-building, strong communication, and a client-first attitude to help Chase remain the bank for