drjobs Virtual Banking Assistant II - Tempe AZ- Bilingual English and Spanish Required

Virtual Banking Assistant II - Tempe AZ- Bilingual English and Spanish Required

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1 Vacancy
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Job Location drjobs

Tempe, AZ - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Description

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships doing the right thing exceeding expectations and having a strong commitment to diversity and inclusion.Youll have the opportunity to build lasting relationships with our customers and employees manage a diverse portfolio of client banking relationships and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company.

As a Virtual Banker II in Consumer Banking you will contribute significantly to the success of the Virtual Bank 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 everchanging environment making lives of clients more convenient by sharing and setting up selfservice options to access their accounts 24 hours a day/ 7 days a week.

Job Responsibilities

  • Manages their banking relationship through an advicebased approach ensuring each client receives the best products and services for their needs
  • Demonstrates success using a valueadded relationshiporiented approach to acquire and deepenclient relationships
  • Makes personal connections engages and educates customers asks openended 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 longterm career with the firm
  • Excellent written and verbal communication skills
  • Ability to work Virtual Banking hours including weekends and some evenings
  • Reading and speaking in both Spanish and English fluently is required for this role

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 longterm career with the firm

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 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 online 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:

Employment Type

Full-Time

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