Virtual Banker II- Columbus, OH
Listed on 2026-02-01
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Finance & Banking
Financial Consultant, Banking & Finance
Overview
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 Banker II in Consumer Banking, you will contribute to the success of the Virtual Bank by helping clients through strong customer service, offering advice and sharing products and services to meet their financial needs. You will partner with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers to connect customers to experts for specialized financial needs.
You will engage clients over the phone and video, inbound and outbound, providing strong customer service, offering advice, and helping them access products and services that meet their needs. You will also show initiative and proactively prevent problems for clients while adapting to an ever-changing environment and enabling self-service options for 24/7 access to accounts.
- Manages banking relationships 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.
- 1+ year of Banker or equivalent experience in financial services, with verifiable 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 a long-term career with the firm.
- Excellent written and verbal communication skills.
- Excellent communication skills.
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
- Strong team orientation with a commitment to a long-term career with the firm.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. 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 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.
Continued employment is 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. Upon active employment with JPMorgan Chase, you will be required to either register on NMLS or update your existing registration to reflect your employment. Continued employment 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. Information you provide during the Chase online application process may be transferred to NMLS by JPMorgan Chase. Review information for accuracy before submitting. Further information about NMLS and registration requirements can be found at: (Use the "Apply for this Job" box below)..aspx
About UsChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role,…
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