Virtual Banker III - Columbus, OH
JPMorgan Chase, Columbus, OH, United States
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.
Job Responsibilities
Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
Guide and set up self‑service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
Partner with One Chase Partners to connect customers to experts for specialized financial needs.
Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
Demonstrate success using a value‑added, relationship‑oriented approach to acquire and deepen client relationships.
2+ years of Branch Banking 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.
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 related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients.
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 JPMorgan Chase's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMorgan Chase 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 to Chase for the online application process may be transferred to NMLS by JPMorgan Chase. Please review your information for accuracy and consistency with any current NMLS record before submitting. Further information about NMLS and registration requirements can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
Benefits 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.
Equal Opportunity Employer 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.
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Job Responsibilities
Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
Guide and set up self‑service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
Partner with One Chase Partners to connect customers to experts for specialized financial needs.
Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
Demonstrate success using a value‑added, relationship‑oriented approach to acquire and deepen client relationships.
2+ years of Branch Banking 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.
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 related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients.
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 JPMorgan Chase's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMorgan Chase 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 to Chase for the online application process may be transferred to NMLS by JPMorgan Chase. Please review your information for accuracy and consistency with any current NMLS record before submitting. Further information about NMLS and registration requirements can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
Benefits 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.
Equal Opportunity Employer 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.
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