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Remote Banker Jobs in Ohio (NOW HIRING)

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Remote Banker information

What is a remote banker?

A Remote Banker is a banking professional who provides financial services, advice, and support to clients through digital channels, such as phone, video calls, email, or secure online platforms. Unlike traditional bank tellers or in-branch advisors, remote bankers assist customers with transactions, account management, loan applications, and other banking needs without requiring in-person visits. This role is becoming more popular as banks expand their online services to offer greater convenience and accessibility to clients.

How do remote bankers typically build strong client relationships despite working virtually?

Remote Bankers rely heavily on digital communication tools, such as secure video conferencing, instant messaging, and email, to maintain regular and personalized contact with clients. Building trust remotely involves being highly responsive, proactive in addressing clients’ needs, and leveraging technology to provide seamless banking solutions. Many employers provide training on virtual customer engagement and encourage team collaboration to ensure Remote Bankers have the support needed to deliver excellent service. Successfully managing these relationships can lead to career growth opportunities in client portfolio management, team leadership, or specialized financial advisory roles.

What are the key skills and qualifications needed to thrive as a remote banker, and why are they important?

To thrive as a Remote Banker, you need a solid understanding of banking products, financial regulations, and customer service best practices, often supported by a degree in finance or business. Familiarity with digital banking platforms, CRM systems, and secure communication tools is typically required. Excellent communication, problem-solving abilities, and strong attention to detail help build trust and resolve customer needs efficiently in a virtual setting. These skills are crucial for delivering seamless financial services, ensuring compliance, and maintaining customer satisfaction remotely.

What is the difference between Remote Banker vs Customer Service Representative?

AspectRemote BankerCustomer Service Representative
CredentialsBanking experience, sometimes certifications like FINRA or banking licensesHigh school diploma or equivalent, customer service skills
Work EnvironmentHome-based or remote banking platforms, virtual meetingsCall centers, remote customer support via phone or chat
Industry UsageFinancial institutions, banks, credit unionsVarious industries including retail, telecom, banking
Job FocusManaging banking products, financial advice, account managementHandling customer inquiries, resolving issues, providing information

Remote Bankers and Customer Service Representatives both work remotely but focus on different aspects of customer interaction. Remote Bankers specialize in banking products and financial services, often requiring specific banking credentials. Customer Service Representatives handle general customer inquiries across various industries. Understanding these differences helps job seekers find roles aligned with their skills and career goals.

Can I work remotely for a bank?

Remote bankers can perform many of their duties, such as customer service, account management, and financial advising, from a remote location using secure online banking platforms. However, some roles may require in-person presence for tasks like opening accounts or handling cash, and specific certifications or licenses might be necessary depending on the job and employer policies.

What are the most commonly searched types of Banker jobs in Ohio?

The most popular types of Banker jobs in Ohio are:

What are popular job titles related to Remote Banker jobs in Ohio?

For Remote Banker jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Remote Banker jobs in Ohio look for?

The top searched job categories for Remote Banker jobs in Ohio are:

What cities in Ohio are hiring for Remote Banker jobs?

Cities in Ohio with the most Remote Banker job openings:

Remote Banker jobs near you
Infographic showing various Remote Banker job openings in Ohio as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.

VIDEO SERVICE REPRESENTATIVE

7 17 Credit Union

Streetsboro, OH • Remote

$15 - $20.25/hr

Full-time

Posted 10 days ago

Job description

7 17 Credit Union
Position Summary

At 7 17 Credit Union, we are committed to delivering exceptional service while living our core values of mutual respect, honesty, trust, integrity, empathy, partnership, and teamwork.

We are seeking a Video Banking Specialist to provide personalized, high-quality service to members through our video banking platform and live chat technology. In this role, you will serve as a single point of contact for members, helping them with account services, lending needs, remote banking support, and financial solutions while creating a positive and engaging virtual banking experience.

The ideal candidate is service-driven, technology-savvy, and passionate about building strong member relationships by helping first and recommending solutions second.
Key Responsibilities

  • Greet and assist members via video banking and live chat in a professional, friendly, and welcoming manner.
  • Educate members on video banking, digital services, and remote banking solutions.
  • Process account maintenance requests and non-monetary transactions with a high degree of accuracy and confidentiality.
  • Assist members with services such as:
    • Debit card issuance and support
    • Mobile and remote banking setup and troubleshooting
    • Direct deposit and payroll transfer requests
    • ACH payment setup, modifications, and cancellations
    • Lost or stolen card assistance and fraud-related inquiries
    • Check ordering and account services
  • Open and service a variety of retail deposit accounts, including checking, savings, money market, certificate, IRA, HSA, custodial, and specialty accounts.
  • Accept, process, and assist with consumer loan applications, including auto loans, personal loans, credit cards, home equity loans, and secured loans.
  • Conduct loan closings, disbursements, and follow-up activities as needed.
  • Perform needs-based conversations to identify opportunities that support members' financial goals.
  • Meet established referral and production goals for credit union products and services.
  • Resolve member concerns and provide follow-up to ensure exceptional service and satisfaction.
  • Remain compliant with all credit union policies, procedures, and regulatory requirements.

What We're Looking For

A successful Video Banking Specialist demonstrates:

  • Outstanding member service skills
  • Professionalism and empathy
  • Strong technology aptitude
  • Sales and referral awareness
  • Accuracy and attention to detail
  • Commitment to teamwork and collaboration

Why Join 7 17 Credit Union?

  • Opportunity to make a meaningful impact on members' financial well-being
  • Collaborative and supportive work environment
  • Growth and advancement opportunities within a growing organization
  • Comprehensive training and development
  • Competitive compensation and benefits package

Work Environment

This position works from a designated centralized or remote video banking workstation and primarily serves members through video and digital channels. Limited travel may be required based on business needs.

Apply today and help us create exceptional member experiences through innovative banking solutions.

Qualifications

  • High school diploma or equivalent required.
  • Previous customer service, banking, financial services, retail sales, or contact center experience preferred.
  • Strong communication and relationship-building skills.
  • Ability to work independently while managing multiple priorities.
  • Comfortable learning and using video banking technology, online systems, and other digital tools.
  • Detail-oriented with strong organizational and problem-solving abilities.
  • Ability to maintain confidentiality and handle sensitive member information.
  • Experience with deposit accounts, consumer lending, or financial products is a plus.

Apply