Virtual Banking Assistant I - Tempe, AZ at JPMorgan Chase Bank, N.A. in Tempe, Arizona

Job Description:

• Managing assigned customers and proactively meeting with them - over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
• Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
• Partnering with Specialists (Personal Bankers, Branch Managers, Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
• Adhering to policies, procedures and regulatory banking requirements

Core Competencies:

• Proactively provide solutions to customers stated and unstated needs
• Ability to learn and retain products, programs, and policies
• Ability to receive coaching from your direct manager and supporting business leaders
• Attention to detail while managing a pipeline of customers
• Focus on providing outstanding customer satisfaction on every interaction
• Proficiency with FSD
• Ability to maintain success in an ever changing environment
• Must be willing to work in an environment that requires 100% phone-based customer interaction
• Must be willing to hit target of calls/appointments daily
• Financial services and / or call center experience preferred
• Strong email communication - including appropriate use of spelling, grammar and professionalism

Duties and Responsibilities:

• Accurately source all leads, log all contacts, and follow-up with referral sources
• Adhere to all call monitoring requirements based on the regulations and standards
• Actively develop referral relationships with branches and other partners
• Provide feedback on lead quality to management
• Deepen relationships by offering appropriate Chase products

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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