Virtual Banker II- Plano, TX

Job Description You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. You’ll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company. As a Virtual Banking Assistant II in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers, and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video, both inbound and outbound, providing strong customer service, offering advice, sharing products and services to help them meet their financial needs, making them feel appreciated, and being their advocate. You will also show initiative and proactively prevent problems for our clients while maintaining success in an ever-changing environment, making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7. Job Responsibilities Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Partners with Specialists including Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs Required Qualifications, Capabilities, And Skills 1+ year of Banker or equivalent experience in financial services, with success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation High school degree, GED, or foreign equivalent Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements Strong team orientation with a commitment to long-term career with the firm Excellent written and verbal communication skills Preferred Qualifications, Capabilities, And Skills Experience cultivating relationships with affluent clients College degree or military equivalent Strong team orientation with a commitment to long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on review of your criminal history, credit report, and other relevant information demonstrating financial responsibility, good character, and fitness. Any felony conviction within the last seven years will disqualify you. Continued employment depends on compliance with these regulations. This position requires NMLS registration under the SAFE Act of 2008. Upon employment, you will need to register or update your existing registration to reflect your employment with JPMorgan Chase. Continued employment is contingent upon compliance with the SAFE Act, including registration and renewal requirements. Information obtained during registration may impact employment. Review your NMLS record for accuracy before submitting your application. About Us Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and prioritize our customers. We support small businesses, nonprofits, and cities with tailored solutions. We offer a competitive total rewards package including base salary, potential commissions, and discretionary incentives, along with comprehensive benefits such as health coverage, wellness centers, retirement plans, tuition reimbursement, mental health support, and financial coaching. Details will be provided during the hiring process. We value diversity and are an equal opportunity employer. We do not discriminate based on race, religion, gender, sexual orientation, age, disability, or other protected attributes. Reasonable accommodations are provided for religious practices, mental health, and physical disabilities. Visit our FAQs for more info. About The Team Our Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, ranking first in customer satisfaction.

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