JPMorgan Chase
Virtual Banker II - Plano, TX
Plano, TX · Full-time · Posted Oct 15, 2026
- Experience
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries; proven client service experience or comparable experience.
- Education
- High school diploma, GED, or equivalent.
About the job
Provides phone- and video-based banking service, identifies clients’ financial needs, offers solutions, refers clients to specialists, and helps them use Chase’s self-service technology.
What you'll do
- Engage clients through inbound and outbound communications, provide personalized service, and resolve issues.
- Recommend relevant products and services and refer clients to specialized banking partners.
- Guide clients in using digital banking options and meet client engagement and referral performance metrics.
What they ask for
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries, with proven success establishing clients, deepening relationships, and delivering results.
- Proven client service experience or comparable experience, with strong relationship-building and communication skills.
- High school diploma, GED, or equivalent.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and comply with SAFE Act NMLS registration requirements.
Nice to have
- Ability to influence, educate, and connect customers to technology solutions.
- Experience with banking policies and regulatory requirements; college degree or military equivalent.
Tools
Chase Mobile App, Chase.com, ATMs, NMLS
Model-written summary · the original posting is authoritative