JPMorgan Chase
Virtual Banker III - Columbus, OH
Columbus, OH · Full-time · Posted Oct 26, 2026
- Experience
- 2+ years of Branch Banking or equivalent financial-services experience.
- Education
- High school diploma, GED, or equivalent.
About the job
Manages a portfolio of Chase clients virtually, providing relationship-based banking guidance, tailored product recommendations, and referrals to specialized experts.
What you'll do
- Build and deepen client relationships through inbound and outbound phone and video contact, recommending products and services based on financial needs.
- Help clients use digital and self-service banking options and connect them with specialists for other needs.
- Meet engagement and referral goals while following banking policies, procedures, risk parameters, and compliance requirements.
What they ask for
- 2+ years of Branch Banking or equivalent experience in financial services, with success in new client acquisition and revenue generation.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- Strong client service, relationship-building, and written and verbal communication skills, including phone and video.
- High school diploma, GED, or equivalent; required NMLS registration under the SAFE Act and compliance with applicable loan-originator qualifications.
Nice to have
- Ability to influence and educate customers about technology solutions.
- Experience in banking or related consultative customer relationship roles, including affluent-client relationships; college degree or military equivalent.
Tools
Chase Mobile App, Chase.com, ATMs, NMLS
Model-written summary · the original posting is authoritative