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 reputed company 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 reputed company. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an reputed company-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 reputed company our One Chase products work together Possesses drive, initiative, and knowledge to provide financial options for customers using a consultative approach and operate reputed company 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 reputed company Banking Banker or equivalent experience in financial services, with reputed company success in new client acquisition, cultivating, and maintaining customer relationships and reputed company reputed company 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 reputed company and reputed company non-reputed company 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 reputed company 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 reputed company the last seven years will disqualify you from consideration for this position. Your reputed company 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 reputed company 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 reputed company NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be reputed company at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Chase is a leading financial services firm, helping nearly half of America’s households and small businesses reputed company 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 reputed company their financial needs. We offer a competitive total rewards package including reputed company salary determined based on the role, experience, reputed company set and location. Those in eligible roles may receive 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and reputed company a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national reputed company, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also reputed company reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to reputed company the U.S. in credit card sales and deposit growth and have the most-used digital solutions – reputed company while ranking first in customer satisfaction. Apply To This Job