Virtual Banking Advisor for Affluent Clients

JPMorganChase; Plano (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase in Plano, TX is hiring a customer-centric Banking Associate to manage assigned customers virtually, building lasting relationships and guiding them to self-service channels such as Chase Mobile App, Chase.com, and ATMs. You will partner with One Chase Partners to connect clients with specialists and ensure a compliant, high-quality experience.

The role emphasizes excellent communication across phone, video, and email, with a focus on affluents, risk awareness, and a welcoming,

Qualifications

• Demonstrate success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
• Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
• Strong relationship-building skills, showing genuine care and concern during client interactions.
• Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
• Proficiency in quickly and accurately learning products, services, and procedures.
• Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
• Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
• Proven client service experience or comparable experience.

Responsibilities

• Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
• Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
• Partner with One Chase Partners to connect customers to experts for specialized financial needs.
• Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
• Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
• Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
• Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
• Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
• Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
• Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.

Skills

Relationship building

Branch banking experience

Communication skills

Learning agility

Teamwork

Compliance

Client service

Education

High school diploma or equivalent

Job description

JPMorgan Chase in Plano, TX is hiring a customer-centric Banking Associate to manage assigned customers virtually, building lasting relationships and guiding them to self-service channels such as Chase Mobile App, Chase.com, and ATMs. You will partner with One Chase Partners to connect clients with specialists and ensure a compliant, high-quality experience.

The role emphasizes excellent communication across phone, video, and email, with a focus on affluents, risk awareness, and a welcoming,