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JP Morgan Chase

Runs a consumer bank and an investment bank

Virtual Banker 2 - Garage

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
  • Be highly organized, adaptable, and curious, with a strong desire to learn, improve, and pivot based on testing strategy, outcomes, and feedback.
  • Communicate clearly and courteously with clients by phone, video, and email.
  • Learn new products, services, procedures, and digital tools quickly and accurately.
  • Collaborate as a team to deliver seamless service with care and sincerity.
  • Operate within established risk parameters and compliance obligations and complete required training efficiently.
  • Have a high school diploma, GED, or equivalent.
  • Meet Dodd-Frank/Truth in Lending Act loan originator qualification requirements, including review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies candidates.
  • Register with or update the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting employment, and complete annual renewals and required updates.

Responsibilities

  • Represent the brand and culture through hospitable service using banking solutions and financial technology.
  • Engage clients by phone and video, tailor advice, and share products and services to meet their financial needs.
  • Participate in test-and-learn initiatives by piloting and executing new solutions, processes, and technologies; help design, launch, measure, and refine pilots; and provide real-time feedback and insights to leaders and partners.
  • Deliver client-first service by fostering a welcoming atmosphere and building relationships through active listening, thoughtful questions, and personalized financial solutions.
  • Use analytics, digital tools, automation, and multiple applications, customer relationship management systems, and tracking systems to inform work, measure impact, and identify improvement opportunities.
  • Build partner and client relationships to execute Garage Tests in line with business drivers and support participants throughout the process.
  • Guide clients in using the Chase Mobile App, Chase.com, and ATMs, and educate them about new features and enhancements.
  • Refer clients with specialized needs to Consumer Branch partners, Private Client Advisors, Home Lending Advisors, Business Relationship Managers, and other One Chase partners, and own the client experience end to end.
  • Operate within established risk parameters and compliance obligations and complete required training efficiently.

Desired Qualifications

  • Experience participating in pilots, test-and-learn programs, or process-improvement initiatives.
  • Ability to influence, educate, and connect customers to technology solutions.
  • Experience following banking policies, procedures, and regulatory requirements.
  • Experience with digital transformation, automation, or innovation initiatives.
  • College degree or military equivalent.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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