JPMorgan Virtual Banking Assistant II - Tempe AZ 

United States, Arizona, Tempe 

172410867

* This is not a remote position

As a Virtual Banking Assistant, you’ll 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 (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 be engaging 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

Desired Skills:

• Minimum of one-year Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation
• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepening client relationships
• Ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationship
• Financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
• Strong team orientation with a commitment of long-term career with the firm
• Excellent written and verbal communication skills
• Ability to work Virtual Branch hours, including weekends and some evenings

Preferred qualifications, capabilities, and skills:

• College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required
• Experience cultivating relationships with mass affluent clients is strongly preferred

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 may require 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:

Same Posting Description for Internal and External Candidates