Virtual Banker II - Garage - Tempe, AZ

JPMorganChase • Tempe, AZ

16d • Onsite

About The Position

As a Virtual Banking Garage Banker within Consumer Banking, you represent Chase’s brand and culture by providing welcoming, attentive service and using digital banking solutions and financial technology. You engage clients by phone and video meeting, offer tailored advice, and connect them with products and services that address their financial needs. You also participate in test-and-learn initiatives, collaborate with cross-functional partners, and provide feedback to help shape new banking solutions and processes. This position is 100% in the office in Tempe, Arizona.

The role is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on review of relevant background and financial information, and the position requires NMLS registration under the SAFE Act. Continued employment depends on meeting applicable registration, renewal, and compliance requirements.

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.
• Highly organized, adaptable, and curious, with a strong desire to learn and improve and the ability to adjust based on testing strategy, outcomes, and feedback.
• Excellent communication skills and the ability to engage clients clearly and courteously by phone, video, and email.
• Ability to learn new products, services, procedures, and digital tools quickly and accurately.
• Ability to collaborate as part of a team to provide seamless, caring service.
• Commitment to following risk and compliance requirements and completing required training.
• High school diploma, GED, or equivalent.
• Meet applicable Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and complete required NMLS registration under the SAFE Act.

Nice To Haves

• Experience participating in pilots, test-and-learn programs, or process-improvement initiatives.
• Ability and interest in influencing, educating, and connecting 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.

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.
• Provide exceptional client-first service, build strong relationships through active listening and thoughtful questions, and offer personalized financial solutions.
• Use analytics, digital tools, automation, and multiple applications, CRMs, and tracking systems to inform work, measure impact, and identify improvements.
• Build partner and client relationships to ensure Garage Tests are executed effectively and aligned with business drivers, while keeping participants informed and supported.
• Guide clients in using self-service technology, including the Chase Mobile App, Chase.com, and ATMs, and educate them about new features and enhancements.
• Refer clients to One Chase Partners for specialized needs and take ownership of the client experience end-to-end.
• Work within established risk parameters and compliance obligations, and complete required training.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED