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Remote Relationship Banker Jobs in Indiana (NOW HIRING)

Huntington

Mortgage Loan Officer

Fishers, IN · On-site +1

Responsible for maintaining client relationships. * Advises customers on the completion of loan ... One or more years of mortgage loan origination experience, preferably at a bank * NMLS license ...

Huntington

Mortgage Loan Officer

Fishers, IN · On-site +1

Responsible for maintaining client relationships. Advises customers on the completion of loan ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Radiology Partners

Operations Manager

Indianapolis, IN · Remote

$80K - $85K/yr

  • Medical

  • Retirement

  • PTO

Excellent communication, problem-solving, and relationship-building skills with the ability to work ... Flexible Remote Schedules * Generous PTO Plans and Paid Holidays * Proudly Certified as a Great ...

Huntington

Commercial Loan Closing Specialist

Indianapolis, IN · On-site +1

$57K - $113K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Additionally Commercial Loan Closers work closely with Underwriters and Relationship Managers to ... Bachelor's Degree * 5+ Years Commercial Banking Loan Administration Preferred Qualifications:

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All JobsRelationship Banker JobsRemote Relationship Banker JobsRemote Relationship Banker Jobs in Indiana

Remote Relationship Banker information

How does a remote relationship banker build and maintain strong client relationships without in-person interactions?

Remote Relationship Bankers use a variety of digital communication tools—such as secure messaging, video calls, and phone consultations—to connect with clients. Building trust remotely requires proactive outreach, regular check-ins, and personalized financial advice tailored to each client's needs. Success in this role often depends on strong listening skills, timely responses, and the ability to resolve issues efficiently, all while ensuring clients feel supported and valued despite the absence of face-to-face meetings.

What is a remote relationship banker?

A Remote Relationship Banker is a financial professional who provides banking services and advice to clients through digital channels such as phone, video calls, email, or chat, instead of traditional in-person meetings at a branch. They help clients manage accounts, offer guidance on banking products, resolve issues, and assist with financial planning remotely. This role requires strong communication skills, a good understanding of banking products, and the ability to build relationships with clients virtually. The remote aspect allows customers to receive personalized banking support from anywhere, making banking more convenient and accessible.

What are the key skills and qualifications needed to thrive as a remote relationship banker?

To thrive as a Remote Relationship Banker, you need a solid understanding of banking products, financial regulations, and customer service, often supported by a bachelor's degree in finance or a related field. Familiarity with CRM software, virtual communication platforms, and banking systems is typically required, and certifications like Series 6 or 63 can be advantageous. Strong interpersonal skills, active listening, and problem-solving abilities help build trust and rapport with clients remotely. These skills and qualifications are crucial for effectively managing client relationships, ensuring compliance, and delivering high-quality financial solutions in a remote environment.

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

AspectRemote Relationship BankerRemote Customer Service Representative
CredentialsFinancial certifications (e.g., Series 6, 7), banking experienceCustomer service skills, sometimes basic financial knowledge
Work EnvironmentBanking or financial institution's remote setupCall centers, client support platforms
Employer & IndustryBanks, credit unions, financial servicesRetail, telecom, service industries
Search & Comparison IntentFinancial advisory, banking rolesCustomer support, service jobs

Remote Relationship Bankers focus on managing client accounts, providing financial advice, and cross-selling banking products, often requiring financial certifications. Remote Customer Service Representatives handle general customer inquiries, troubleshooting, and support, usually with less specialized credentials. While both roles are remote and involve client interaction, the Relationship Banker role is more finance-specific, whereas Customer Service Representatives serve broader industries.

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

The most popular types of Relationship Banker jobs in Indiana are:

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

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

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

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

What cities in Indiana are hiring for Remote Relationship Banker jobs?

Cities in Indiana with the most Remote Relationship Banker job openings:

Remote Relationship Banker jobs near you

Mortgage Loan Officer

Huntington

Fishers, IN • On-site, Remote

Full-time

Re-posted 18 days ago

Job description

Description

Summary:

The Mortgage Loan Officer position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community.

Duties & Responsibilities:

  • Develops new and expands internal and external referral sources to grow mortgage business
  • Using consultative selling techniques, advises clients on mortgage loan options and other financial products.
  • Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting.
  • Responsible for maintaining client relationships.
  • Advises customers on the completion of loan applications.
  • Performs other duties as assigned.

Basic Qualifications:

  • High school diploma or GED
  • One or more years of mortgage loan origination experience, preferably at a bank
  • NMLS license

Preferred Qualifications:

  • Pipeline and book of business
  • Bachelor's degree preferred
  • Knowledge of mortgage loan products (conventional, FHA/VA, construction lending and portfolio programs)
  • Knowledge of mortgage procedures, documentation, and underwriting guidelines
  • Demonstrated ability to identify opportunities to cross-sell financial products and services
  • Effective written and verbal communication skills
  • Strong organizational skills •Ability to multi-task
  • PC - Internet skill


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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