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, you will play a crucial role in Consumer Banking by managing and nurturing customer relationships through virtual interactions. Your primary focus will be to provide exceptional customer service, offer financial solutions, and connect clients with specialized financial experts. This position requires strong communication skills and the ability to adapt to a dynamic environment while ensuring compliance with banking regulations.

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.
• Influence and educate customers on technology and financial options, ensuring compliance with risk parameters.

Requirements

• 1 year of Branch Banking or equivalent experience 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, and state registration 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 insurance coverage.
• 401(k) retirement savings plan with company matching contributions.
• Paid time off and holidays.
• Opportunities for continued education and professional development.