JPMorgan Chase - Tempe, AZ
posted about 1 month ago
As a Virtual Banking Assistant III in Consumer Banking at JPMorgan Chase, you will play a crucial role in enhancing customer relationships and delivering exceptional service. Your primary responsibility will be to acquire, manage, and retain meaningful relationships with our customers, utilizing your financial knowledge to provide thoughtful solutions that address their financial needs. You will be an integral part of the Virtual Branch, contributing significantly to its success by engaging clients through phone and video interactions, both inbound and outbound. Your goal will be to ensure that customers feel appreciated and supported, acting as their advocate in navigating their financial journeys. In this position, you will proactively meet with assigned customers virtually, building lasting relationships and discovering their financial needs. You will tailor product and service recommendations to make their lives easier, including setting up self-service options that allow them to access their accounts 24/7. Collaboration is key, as you will partner with specialists such as Financial Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts who can assist with specialized financial needs. Adhering to policies, procedures, and regulatory banking requirements is essential, as is demonstrating excellent communication skills across various platforms. Your role will also involve influencing and educating customers about technology, ensuring they understand how to utilize our One Chase products effectively. You will need to possess the drive and initiative to provide financial options using a consultative approach while operating within established risk parameters and compliance obligations. This position requires a commitment to continuous learning and adaptation in a dynamic environment, ensuring that you can meet the evolving needs of our clients.