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

JPMorganChase • Columbus, OH

16d • Onsite

About The Position

As a Virtual Banking Garage Banker within Consumer Banking, you represent the Chase brand and culture by delivering hospitable, client-first service using banking solutions and financial technology. You engage clients by phone and video meeting, provide tailored advice, and share products and services that support their financial needs. You also participate in test-and-learn initiatives, collaborate with cross-functional partners, and contribute feedback that helps shape innovation in virtual banking.

This position is 100% in the office in Columbus, Plano, or Tempe. It is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of relevant background and financial information. Employment also requires National Mortgage Licensing System and Registry registration under the SAFE Act, with continued employment contingent on compliance and timely registration, renewal, and updates.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
• Strong organization, adaptability, curiosity, and willingness to learn and improve, including the ability to pivot based on testing strategy, results, and feedback.
• Excellent communication skills for engaging clients clearly and courteously by phone, video, and email.
• Ability to learn new products, services, procedures, and digital tools quickly and accurately.
• Ability to collaborate as a team to deliver seamless, sincere service.
• Commitment to operating within risk parameters and compliance obligations and completing required training.
• High school diploma, GED, or equivalent.
• Meet Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators; a felony conviction within the last seven years disqualifies candidates.
• Register with the NMLS, or update an existing registration as necessary, under the SAFE Act; continued employment is contingent on compliance, including registration after starting and timely renewals and updates.
• Work 100% in the office in Columbus, Plano, or Tempe.

Nice To Haves

• Experience participating in pilots, test-and-learn programs, or process-improvement initiatives.
• Ability and desire 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.

Responsibilities

• Participate in test-and-learn initiatives by piloting, executing, measuring, and refining new solutions, processes, and technologies; provide real-time feedback and insights to Virtual Bank Leaders and partners.
• Deliver exceptional, client-first service and build relationships through active listening, thoughtful questions, and personalized financial solutions.
• Use analytics, digital tools, automation, and multiple applications, CRMs, and tracking systems to inform work, measure impact, and identify opportunities for improvement.
• Work with partners and clients to ensure Garage Tests are executed effectively and aligned with business drivers, while keeping participants informed and supported.
• Guide clients in using self-service technology, including the Chase Mobile App, Chase.com, and ATMs, and educate them about new features and enhancements.
• Refer clients with specialized needs to One Chase Partners and own the client experience end-to-end.
• Operate within established risk parameters and compliance obligations and complete required training.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED