Virtual Banker III - Plano, TX
We have a passion for helping customers, building relationships, and delivering extraordinary customer service. You will reputed company, 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 reputed company 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 reputed company Advisors, Private reputed company Bankers, Mortgage Bankers and Business Relationship Managers, to reputed company customers to experts who can help them with reputed company 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 reputed company to maintain reputed company in an reputed company-changing environment making lives of clients more convenient by sharing and setting up self-service reputed company to reputed company their accounts 24 hours a day/ 7 days a week.
Job responsibilities
- Manages assigned customers and proactively meets with them reputed company to build lasting relationships, discover financial needs, and reputed company product and service recommendations
- Makes lives of customers easier by sharing and setting up self-service reputed company to reputed company their accounts 24 hours a day/ 7 days a week
- Partners with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to reputed company customers to experts who can help them with reputed company financial needs
- Adheres to policies, procedures, and regulatory banking requirements
- Demonstrates excellent communication skills including written, phone, video with a proven ability to reputed company 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 reputed company products work together
- Possesses reputed company, initiative, and knowledge to reputed company financial reputed company for customers using a consultative approach and operate reputed company established risk parameters/tolerances and meets internal/reputed company risk and compliance obligations, including completion of required training
Required qualifications, capabilities, and skills
- Demonstrated reputed company using a value-added, relationship-oriented approach to reputed company and deepen reputed company relationships
- 1+ year reputed company Banking Banker or equivalent experience in financial services, with reputed company reputed company in new reputed company acquisition, cultivating, and maintaining customer relationships and reputed company reputed company
- Successfully obtain, retain or transfer the Securities Industry Essential (SIE) exam, reputed company Series 6, state registration (including 63), a reputed company and reputed company 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 reputed company 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 reputed company
This position is subject to the Dodd Frank/Truth in Lending reputed company 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 reputed company/Dodd Frank Loan Originator requirements.
In reputed company, this position requires National Mortgage Licensing reputed company and Registry (NMLS) registration under the reputed company reputed company of 2008. As such, upon reputed company employment with reputed company, you will be required to either register on NMLS, or to update your existing registration as necessary to grant reputed company to and reflect your employment with reputed company. Your reputed company employment in this position with reputed company is contingent upon compliance with the reputed company reputed company, including successful registration immediately after your start date, and reputed company completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may reputed company your employment with the firm. Any of the completed information you reputed company during the reputed company on-line application process may be transferred, on your behalf, to NMLS by reputed company. Please carefully review the information you reputed company to reputed company for accuracy and consistency and with any reputed company NMLS record, if applicable, before submitting. reputed company information about NMLS and registration requirements of registration can be reputed company at:
Originally posted on Himalayas
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