Virtual Banker II- Plano, TX- Bilingual English and Spanish Required

JPMorgan Chase & Co.; Plano (TX); Remote; USD 40,000 - 70,000; Full time

Job summary

An established industry player seeks a dedicated Virtual Banker II to enhance customer relationships in a dynamic environment. This role emphasizes strong customer service, financial planning, and collaboration with specialists to meet diverse client needs. You'll engage clients through various channels, ensuring they feel valued and supported. This position offers significant career growth opportunities and the chance to make a meaningful impact. If you're passionate about customer service and financial solutions, this is the perfect opportunity to advance your career while contributing to a commitment to diversity and inclusion.

Qualifications

• 1+ year of experience in financial services with success in client acquisition.
• Outstanding financial planning skills while adhering to banking regulations.

Responsibilities

• Manage banking relationships through an advice-based approach.
• Engage and educate customers to establish trust and build lasting relationships.

Skills

Customer Service

Financial Planning

Relationship Management

Bilingual (Spanish and English)

Communication Skills

Education

High School Degree or GED

College Degree or Military Equivalent

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 Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank 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 by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain 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 hours a day/ 7 days a week.

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 deepenclient 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 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 of long-term career with the firm
• Excellent written and verbal communication skills
• Ability to work Virtual Banking hours, including weekends and some evenings
• Reading and speaking in both Spanish and English fluently is required for this role

Preferred Qualifications, Capabilities, and Skills

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment of 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. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC 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 for this position. Your continued employment in this position would be 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. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx