Virtual Banking Assistant III - Columbus OH, Detroit MI

JPMorgan Chase - Columbus, OH

Full-time - Entry Level

Columbus, OH

Credit Intermediation and Related Activities

About the position

As a Virtual Banking Assistant III in Consumer Banking at JPMorgan Chase, you will play a crucial role in managing and nurturing customer relationships. Your primary focus will be on providing exceptional customer service, offering financial advice, and connecting clients with specialized financial experts. This position requires strong communication skills and the ability to adapt to a dynamic environment while ensuring clients have access to self-service options for their banking needs.

Responsibilities

• Manage assigned customers and proactively meet with them virtually to build lasting relationships and discover financial needs.
• Share and set up self-service options for customers to access their accounts 24/7.
• Partner with Specialists to connect customers to experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.
• Demonstrate excellent communication skills across various platforms, tailoring product features to meet customer needs.
• Educate and connect customers to technology, ensuring they understand how to utilize One Chase products effectively.
• Provide financial options for customers using a consultative approach while adhering to risk parameters.

Requirements

• 1+ year of experience in Branch Banking or equivalent in financial services with a proven track record in client acquisition and relationship management.
• High school degree, GED, or foreign equivalent.
• Ability to work Virtual Bank hours, including weekends and some evenings.
• Successful completion of the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration, and Life licenses within 180 days of starting the role.

Nice-to-haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and 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.