Virtual Banker III - Plano, TX

We have a passion for helping customers, building relationships, and delivering extraordinary customer service. You will acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs.

As a Virtual Banking Assistant III in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. 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 assigned customers and proactively meets with them virtually to build lasting relationships, discover financial needs, and tailor product and service recommendations

• Makes lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week

• Partners with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

• Adheres to policies, procedures, and regulatory banking requirements

• Demonstrates excellent communication skills including written, phone, video with a proven ability to tailor features and benefits of products and services to customers with differing needs while engaging and partnering with team members and other lines of business to offer most appropriate products

• Influences, educates, and connects customers to technology with the ability to learn products, services, and procedures quickly and accurately by delivering solutions that make our One Chase products work together

• Possesses drive, initiative, and knowledge to provide financial options for customers using a consultative approach and operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training

Required qualifications, capabilities, and skills

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation

• Successfully obtain, retain or transfer the Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63), a valid and active Life, Health and Variable insurance license in your resident and all non-resident states.

• High school degree, GED, or foreign equivalent

• Adherence to policies, procedures, and regulatory banking requirements

• Ability to work Virtual Bank 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

Training Requirement

• Completion of registrations and licenses, include appropriate reading materials and study time as well as a course preparation.

• Failure to obtain licenses, including earning acceptable scores and passing required exams within 180 days, may terminate your employment.

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 JPMC's 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 requirements.

In 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:

Originally posted on Himalayas