Virtual Banking Assistant III - Plano, TX

JPMorgan Chase - Plano, TX

Full-time - Mid Level

Plano, TX

Credit Intermediation and Related Activities

About the position

As a Virtual Banking Assistant III at JPMorgan Chase, 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.
• Educate customers on technology and deliver solutions that integrate One Chase products effectively.
• Provide financial options using a consultative approach while adhering to risk parameters.

Requirements

• 1+ year of experience in Branch Banking or equivalent financial services experience with a proven track record in client acquisition and relationship management.
• Successful completion of the Securities Industry Essentials (SIE) exam, FINRA Series 6, and state registration (including Series 63).
• High school diploma, 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 and commitment to a long-term career with the firm.

Benefits

• Health insurance
• Tuition reimbursement
• Retirement plan