Virtual Banking Specialist: Build Relationships & Solutions

JPMorgan Chase & Co.; Plano (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Virtual Banking Assistant III to engage customers through the Virtual Branch, delivering outstanding service and tailoring financial solutions.

You will build meaningful relationships, educate clients about self-service options, and collaborate with specialists to connect customers to experts. You will handle inbound and outbound calls and video sessions, working within regulatory guidelines and learning Chase One platform tools to streamline

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work Virtual Bank hours, including weekends and some evenings.

Responsibilities

• Manages assigned customers and proactively meets with them virtually to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Partners with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Adheres to policies, procedures, and regulatory banking requirements
• Demonstrates excellent communication skills including written, phone, video with a proven ability to tailor features and benefits of products and services to customers with differing needs while engaging and partnering with team members and other lines of business to offer most appropriate products
• Influences, educates, and connects customers to technology with the ability to learn products, services, and procedures quickly and accurately by delivering solutions that make our One Chase products work together
• Possesses drive, initiative, and knowledge to provide financial options for customers using a consultative approach and operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training

Skills

Relationship management

Customer service

Virtual banking

Phone & video communication

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Virtual Banking Assistant III to engage customers through the Virtual Branch, delivering outstanding service and tailoring financial solutions.

You will build meaningful relationships, educate clients about self-service options, and collaborate with specialists to connect customers to experts. You will handle inbound and outbound calls and video sessions, working within regulatory guidelines and learning Chase One platform tools to streamline