JPMorgan Chase
Virtual Banker I - Plano, TX
Plano, TX · Full-time · Posted Oct 29, 2026
- Experience
- Proven client service experience or comparable experience; no years specified.
- Education
- High school diploma, GED, or equivalent.
About the job
Provides phone-based banking support by identifying clients’ financial needs, recommending solutions, resolving issues, and helping clients use self-service technology.
What you'll do
- Handle inbound calls, identify financial needs, and offer personalized products and services.
- Build client relationships, resolve issues, and refer clients to experts as needed.
- Guide clients in using Chase Mobile App, Chase.com, and ATMs; meet engagement and referral metrics.
What they ask for
- Client service experience or comparable experience.
- Strong communication and relationship-building skills, with a client-first approach.
- Ability to learn products, services, and procedures quickly and accurately.
- High school diploma, GED, or equivalent; ability to follow risk parameters and compliance obligations.
Nice to have
- Experience with banking policies, procedures, and regulatory requirements.
- Retail banking, financial services, consultative relationship, hospitality, or affluent-client experience; college degree or military equivalent.
Tools
Chase Mobile App, Chase.com, ATMs
Model-written summary · the original posting is authoritative