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

JPMorganChase; Plano (TX); Remote; USD 40,000 - 60,000; Full time

Job summary

A global financial services firm is seeking a Virtual Banker II to manage client banking relationships. The role involves providing exceptional customer service, engaging clients through inbound and outbound communication, and partnering with specialists for comprehensive financial solutions. Candidates should possess at least one year of banking experience and be bilingual in Spanish and English. This position emphasizes relationship building and client advocacy, contributing to a diverse and inclusive work environment.

Qualifications

• 1+ year experience in banking or financial services with success in client acquisition.
• Outstanding financial planning skills adhering to regulatory requirements.
• Excellent written and verbal communication skills.

Responsibilities

• Manage client relationships through an advice-based approach.
• Engage customers to build trust and lasting relationships.
• Partner with Specialists to connect customers with financial experts.

Skills

Client relationship management

Customer engagement

Problem prevention

Financial planning

Fluent in Spanish and English

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.

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 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

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
• 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

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.