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JPMorgan Virtual Banking Assistant l - Plano TX United States, Texas, Plano 64239034
29.08.2024
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As a Virtual Banking Assistant in Consumer Banking, you will 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. 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 ever-changing environment.
Job responsibilities
- Operates within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training while learning products, services and procedures quickly and accurately
- Delivers exceptional customer experience by acting with a client-first attitude while engaging and partnering with team members and other lines of business to offer most appropriate solutions
- Exhibits excellent communication skills in person, over the phone and through email while professional, thorough and organized with strong follow-up skills
- Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach while educating and connecting clients to technology solutions tailoring features and benefits of products and services to clients with differing needs
- Displays confidence with clients when sharing advice, product knowledge and solutions while making personal connections, engaging, educating them and building lasting relationships
Required qualifications, capabilities, and skills
- High school degree, GED or foreign equivalent
- 6+ months of customer service experience
- Ability to work Virtual Branch hours, including evenings and some weekends
Preferred qualifications, capabilities, and skills
- College degree or military equivalent
- Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
- Strong desire and ability to influence, educate, and connect customers to technology
- Experienced in retail banking, financial services or consultative customer relationship role in a related industry, with proven success, deepening client relationships and delivering results
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