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

JPMorgan Chase & Co.

Columbus (OH)

On-site

USD 42,000 - 66,000

Full time

4 days ago
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Job summary

JPMorgan Chase & Co. seeks a Virtual Banker II for the Garage in Columbus, OH, or Plano, TX. You will engage clients via phone and video, offering tailored financial solutions and fostering lasting relationships in a test-and-learn environment.

The ideal candidate has 1+ year sales experience in retail banking, strong communication skills, and the ability to learn new products quickly. This on-site role emphasizes hospitality and risk-compliant service delivery.

Qualifications

  • 1+ years of sales experience in Retail Banking or Financial Services.
  • Excellent communication skills for phone, video, and email interactions.
  • Ability to learn new products, procedures, and digital tools quickly.
  • Team player with a customer-first mindset.

Responsibilities

  • Pilot and implement new solutions and processes in test-and-learn initiatives.
  • Deliver client-first service with a welcoming, hospitable atmosphere and build relationships.
  • Use analytics and digital tools to inform work and identify improvement opportunities.
  • Build strong partner and client relationships to execute Garage Tests and align with business drivers.
  • Guide clients in using Chase mobile app and Chase.com for self-service features.

Skills

Sales experience
Excellent communication
Relationship building

Education

High school diploma

Job description

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

Columbus, OH, United States and 1 more

Job Information
  • Job Identification 210797636
  • Job Category Client Management
  • Business Unit Consumer & Community Banking
  • Posting Date 10/22/2026, 02:41 PM
  • Locations 3415 Vision Dr, Columbus, OH, 43219, US 8181 Communications Pkwy Bldg A, Plano, TX, 75024, US
  • Job Schedule Full time
Job Description

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

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

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