Virtual Banking Assistant II - Tempe, AZ

JPMorgan Chase - Tempe, AZ

Full-time

Onsite - Tempe, AZ

Credit Intermediation and Related Activities

About the position

The Virtual Banking Assistant II role at JPMorgan Chase Bank in Tempe, AZ, is designed for individuals passionate about customer service and relationship building. This position focuses on managing a diverse portfolio of client banking relationships, providing strong customer service, and contributing to the company's commitment to diversity and inclusion. The role offers opportunities for career growth and significant impact within the organization.

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

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