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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
ContractTempe, AZ, USANo 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.
  • Ability to adapt quickly to changing testing strategies, outcomes, and feedback, and a strong desire to learn and improve.
  • Ability to communicate clearly and courteously with clients by phone, video, and email.
  • Ability to learn new products, services, procedures, and digital tools quickly and accurately.
  • Ability to collaborate with a team to deliver seamless service.
  • Commitment to operating within established risk parameters and compliance obligations and completing required training.
  • High school diploma, GED, or equivalent.
  • Ability to satisfy Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including acceptable criminal conviction history, credit report, and NMLS information; a felony conviction within the last seven years disqualifies candidates.
  • NMLS registration under the SAFE Act of 2008, or updating an existing registration, with continued compliance including registration after starting employment and timely annual renewal and updates.

Responsibilities

  • 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 Virtual Bank leaders and partners.
  • Deliver client-first service by creating a welcoming atmosphere and cultivating relationships through active listening, thoughtful questions, and personalized financial solutions.
  • Use analytics, digital tools, and automation, and navigate multiple applications, customer relationship management systems, and tracking systems to inform work, measure impact, and identify improvement opportunities.
  • Cultivate partner and client relationships to execute Garage tests in alignment with business drivers and ensure participants feel valued, informed, and supported.
  • Guide clients in using the Chase Mobile App, Chase.com, and ATMs, and educate them on 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.

Desired Qualifications

  • Experience participating in pilots, test-and-learn programs, or process-improvement initiatives.
  • Ability to influence and educate customers and connect them with technology solutions.
  • Experience adhering to 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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