Virtual Banker III Plano TX, Columbus OH, Tempe AZ Bilingual English and Spanish Required

Description

At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood. We build lasting relationships by doing the right thing exceeding expectations and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking you will represent our brand and culture with the utmost hospitality using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chases clients managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs connecting them to our team of experts to assist with specialized financial needs all while making them feel appreciated and embodying our commitment to being the bank for all.

Job Responsibilities

Manage assigned customers virtually building lasting relationships and tailoring product and service recommendations based on financial needs.
Guide and set up self-service options like the Chase Mobile App and ATMs to enhance customers banking experience.
Partner with One Chase Partners to connect customers to experts for specialized financial needs.
Demonstrate excellent communication skills including written phone and video to engage customers tailor product features and resolve issues promptly.
Influence educate and connect customers to technology delivering solutions that integrate One Chase products effectively.
Adhere to policies procedures and regulatory requirements operating within risk parameters and meeting compliance obligations.
Achieve or exceed performance metrics related to client engagement and referrals showing initiative in preventing problems.
Foster a welcoming atmosphere delivering attentive service and cultivating relationships with affluent clients by tailoring features and benefits.
Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
Cultivate relationships with affluent clients tailoring features and benefits of products and services to customers with differing needs.

Required Qualifications Capabilities and Skills

Demonstrated success using a value-added relationship-oriented approach to acquire and deepen client relationships.
2 years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
Strong relationship-building skills showing genuine care and concern during client interactions.
Excellent communication skills with the ability to engage clients clearly and courteously over the phone video and via email.
Proficiency in quickly and accurately learning products services and procedures.
Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
Commitment to operating within established risk parameters and compliance obligations completing required training efficiently.
Proven client service experience or comparable experience.
High school diploma GED or equivalent.

Preferred Qualifications Capabilities and Skills

Strong desire and ability to influence educate and connect customers to technology solutions.
Experience adhering to banking policies procedures and regulatory requirements.
Experienced in retail banking financial services or a consultative customer relationship role in related industries such as hospitality service industries with a proven track record of success in deepening client relationships and delivering results including experience in cultivating relationships with affluent clients.
College degree or military equivalent.

Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such an employment offer for this position is contingent on JPMCs review of your criminal conviction history credit report information available through NMLS and any other information relevant to a determination by JPMC that you demonstrate financial responsibility good character and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator addition this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such upon active employment with JPMorgan Chase you will be required to either register on NMLS or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act including successful registration immediately after your start date and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration update and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred on your behalf to NMLS by JPMorgan
Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record if applicable before submitting. Further information about NMLS and registration requirements of registration can be found at: