Posted by At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting edge financial technology you’ll be front and center representing our brand,
Virtual Banking Assistant I – Plano, TX
Job Description:
Providing strong customer service, offering advice and sharing products and services to help clients meet their financial needs
Must be willing to work in an environment that requires a mix of phone-based and video based customer interaction
Engaging clients over the phone and video both inbound and outbound
Making clients feel appreciated and being their advocate
Listening carefully and assisting clients with their questions or issues
Showing initiative and proactively preventing problems for our clients
Making customers lives easier by sharing and setting up self-service options so that they can access their accounts how, when and where they want
Ability to maintain success in an ever changing environment
Strong email communication – including appropriate use of spelling, grammar and professionalism
Be able to work in a call center environment
Qualification:
Ability to educate and connect clients to technology solutions
Operate within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training
Professional, thorough and organized with strong follow-up skills
Engage and partner with team members and other lines of business to offer most appropriate solutions
Ability to learn products, services and procedures quickly and accurately
Minimum 6 months customer service experience is required
Preferred experience in:
Retail banking
Financial services
Consultative customer relationship role in a related industry, with proven success, deepening client relationships and delivering results
College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required
Ability to work Virtual Branch hours, including evenings and some weekends
To be considered for this role, you may be asked to complete a video interview powered by Zoom