Role Description
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 Chase’s 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.
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Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
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Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
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Partner with One Chase Partners to connect customers to experts for specialized financial needs.
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Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
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Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
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Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
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Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
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Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
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Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
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Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Qualifications
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Demonstrate success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
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2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
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Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
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Strong relationship-building skills, showing genuine care and concern during client interactions.
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Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
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Proficiency in quickly and accurately learning products, services, and procedures.
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Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
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Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
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Proven client service experience or comparable experience.
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High school diploma, GED, or equivalent.
Requirements
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Strong desire and ability to influence, educate, and connect customers to technology solutions.
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Experience adhering to banking policies, procedures, and regulatory requirements.
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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.
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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 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.
Benefits
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Competitive total rewards package including base salary determined based on the role, experience, skill set and location.
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Commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
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Comprehensive health care coverage.
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On-site health and wellness centers.
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Retirement savings plan.
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Backup childcare.
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Tuition reimbursement.
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Mental health support.
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Financial coaching and more.
