Virtual Banking Assistant Ii- Tempe Az jobs at Jpmorgan in United States, Tempe
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JPM
JPMorgan JP Morgan Wealth Management National Branch Personal Advisor... United States, Arizona, Tempe
A valid and active Series 7. A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a...
Generate and distribute daily production reports that provide critical insights into the department's performance.Ensure reports are accurate, timely, and aligned with departmental goals and objectives. Respond for ad-hoc reporting requests...
Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs. Demonstrates success using a value-added, relationship-oriented approach to acquire and...
Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships. Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking,...
Collect on past due accounts while maintaining a customer-centric approach. Communicate effectively with customers in a metrics-driven environment. Navigate multiple technologies while staying engaged with customers. Demonstrate excellent negotiation and...
Connect with clients through inbound and outbound calls, showcasing your ability to learn and serve customer’s cash needs or desire to reduce interest expense. Maximize the opportunity to be passionate...
Convert inbound and outbound leads into mortgage loan applications. Source all business and logging all contacts with prospects. Use consultative selling in a call center environment. Recommend optimum product/rate program...
A valid and active Series 7. A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a...
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