virtual banking Assistant i - manilaJPMorgan Chase

Job Description:
Virtual Banking Assistant Job Description:
As a Virtual Banker with the Virtual Branch team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll acquire, manage, and retain meaningful relationships with our customers. Using your financial knowledge to offer thoughtful solutions to help address their financial needs. You'll contribute to the success of the Virtual Branch by:
· 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
· 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
· Financial services and / or call center experience preferred
· Strong email communication - including appropriate use of spelling, grammar and professionalism
· Be able to work in a call center environment
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
· Work the provided schedule which may vary and may include weekends
Qualification:
at least 1 year Sales and Cusotmer Service work experience.
About Us:
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
About the Team: Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
JPMorgan Chase

Metro Manila
Permanent
Full-time