Virtual Banking Assistant III - Plano, TX

JPMorgan Chase - Plano, TX

Full-time

Plano, TX

Credit Intermediation and Related Activities

About the position

As a Virtual Banking Assistant III in Consumer Banking, you will play a crucial role in the success of the Virtual Branch by providing exceptional customer service and financial advice. Your primary responsibility will be to manage and retain meaningful relationships with customers, helping them address their financial needs through thoughtful solutions. You will engage clients via phone and video, ensuring they feel valued and supported while connecting them with specialists for more complex financial requirements.

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, tailoring product features and benefits to meet diverse customer needs.
• Influence and educate customers on technology and products, ensuring they understand how to utilize One Chase products effectively.
• Provide financial options using a consultative approach while operating within established risk parameters.

Requirements

• 1 year of Branch Banking Banker or equivalent experience in financial services with a proven track record in client acquisition and relationship management.
• Successful completion of the Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63), and a valid Life, Health and Variable insurance license in your resident and all non-resident states.
• High school degree, GED, or foreign equivalent.
• Ability to work Virtual Bank 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 training and support for obtaining necessary licenses and registrations.
• Opportunities for career advancement within the firm.