Virtual Banker II
| Company | JP Morgan Chase |
|---|---|
| Location | Plano, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
- High school degree, GED, or foreign equivalent
- Outstanding 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 Banking hours, including weekends and some evenings
- Reading and speaking in both Spanish and English fluently is required for this role
Responsibilities
- 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 deepen client relationships
- Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
- Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Preferred Qualifications
- 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