Virtual Banker II- Columbus, OH- Bilingual English and Spanish Required

Testing Site - JPMC; Columbus (OH); Remote; USD 42,000 - 64,000; Full time

Job summary

Chase in Columbus, Ohio is seeking a Virtual Banker II within Consumer Banking to represent our brand with hospitality, using banking solutions and fintech to meet client needs. You'll engage clients via phone and video, offering advice and guiding them to specialists.

The role emphasizes client-first service, strong communication, and the ability to build lasting relationships while staying compliant with banking policies and training. Bilingual English/Spanish is required.

Qualifications

• 1+ year of banker or equivalent experience in financial services with revenue generation.
• Client-first attitude with hospitable and friendly service.
• Strong relationship-building and communication skills.
• Ability to learn products, services and procedures quickly.
• Collaborative team player delivering seamless service with care.
• Adherence to risk parameters and required training.
• High school diploma or GED; bilingual English/Spanish required.

Responsibilities

• Foster a welcoming atmosphere with client-first service and collaboration.
• Exceed client expectations by creating a warm, inviting environment.
• Handle inbound and outbound calls to discuss financial needs and solutions.
• Cultivate client relationships through active listening and thoughtful questions.
• Refer clients to Chase experts for specialized financial needs.
• Guide clients to Chase self-service options like mobile app and ATMs.
• Achieve targets for client engagement and referrals, staying updated on products.
• Resolve issues promptly to ensure a positive client experience.

Skills

Client-first attitude

Relationship-building

Excellent communication

Spanish fluency

Learn products quickly

Team collaboration

Compliance awareness

Revenue generation

Education

High school diploma

GED

College degree or military equivalent

Job description

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

As a Virtual Banker II 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 engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.

Job 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.

Required Qualifications, Capabilities, and Skills

• 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• 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.
• Reading and speaking in both English and Spanish fluently is required for this role.

Preferred Qualifications, Capabilities, and Skills

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

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