JPMorganChase
Job role: Virtual Banking Assistant
Company name: JPMorganChase
Location: Remote, USA
Salary: N/A
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About the Job: Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
As a Virtual Banking Assistant II in Consumer Banking, you will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
- Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
- Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
- Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
- 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
- High school degree, GED, or foreign equivalent
- Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
- Strong team orientation with a commitment of long-term career with the firm
- Excellent written and verbal communication skills
- Ability to work Virtual Branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm.
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