Virtual Banker II- Tempe, AZ

J.P. Morgan; Tempe (AZ); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading financial institution is seeking a dedicated banking professional to manage client relationships and provide tailored financial solutions. This role offers opportunities for career growth in a flexible environment, emphasizing diversity and inclusion. Candidates will engage with clients to build trust and ensure their financial well-being, making a significant impact in a dynamic setting.

Benefits

Flexible work environment

Career growth opportunities

Commitment to diversity and inclusion

Qualifications

• 1+ year experience in banking or financial services.
• Strong understanding of financial planning tools.

Responsibilities

• Manage client banking relationships with an advice-based approach.
• Collaborate with specialists for clients' financial needs.
• Proactively prevent client issues and promote self-service.

Skills

Client Acquisition

Communication

Problem Solving

Education

High School Diploma

Job description

Employer Industry: Consumer Banking

Why consider this job opportunity:
- Opportunity for career growth and advancement within the organization
- Flexible work environment with virtual branch capabilities
- Strong commitment to diversity and inclusion
- Chance to build lasting relationships with customers and contribute to their financial well-being
- Engage in a dynamic and ever-changing environment with proactive problem-solving

What to Expect (Job Responsibilities):
- Manage client banking relationships through an advice-based approach, ensuring tailored products and services
- Use a relationship-oriented approach to acquire and deepen client connections
- Make personal connections and educate customers to establish trust
- Collaborate with specialists to connect clients with experts for specialized financial needs
- Proactively prevent client issues and promote self-service options for account access

What is Required (Qualifications):
- 1+ year of experience in banking or equivalent financial services role with a proven track record in client acquisition and revenue generation
- High school diploma, GED, or foreign equivalent
- Strong understanding of financial planning tools and adherence to banking regulations
- Excellent written and verbal communication skills
- Ability to work flexible hours, including weekends and some evenings

How to Stand Out (Preferred Qualifications):
- College degree or military equivalent
- Experience building relationships with affluent clients
- Exceptional communication skills
- Strong commitment to a long-term career with the organization

#ConsumerBanking #CareerGrowth #DiversityAndInclusion #CustomerRelationships #FinancialServices

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