Virtual Banking Assistant II - Columbus, OH

JPMorgan Chase - Westerville, OH

Full-time - Entry Level

Onsite - Westerville, OH

Credit Intermediation and Related Activities

About the position

As a Virtual Banking Assistant II in Consumer Banking, you will play a crucial role in managing client banking relationships and providing exceptional customer service. This position focuses on building lasting relationships with customers, offering financial advice, and connecting them with specialists to meet their diverse financial needs. You will engage clients through phone and video interactions, ensuring they feel valued and supported while navigating their banking experience. This role also emphasizes a commitment to diversity and inclusion, providing opportunities for career growth and making a significant impact within the company.

Responsibilities

• Manage banking relationships through an advice-based approach, ensuring clients receive the best products and services for their needs.
• Demonstrate success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships.
• Partner with specialists including Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers to experts for specialized financial needs.

Requirements

• 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 to a long-term career with the firm.
• Excellent written and verbal communication skills.
• Ability to work Virtual Branch hours, including weekends and some evenings.

Nice-to-haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation with a commitment to a long-term career with the firm.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching