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Remote Relationship Banker Jobs in Romeoville, IL

Crowe LLP

Tax Manager, Financial Services

Chicago, IL · On-site +1

$95K - $195K/yr

Manage and foster existing client tax relationships through client deliverables and a hands-on ... Previous banking experience required * Bachelor's degree in Accounting required * CPA license or EA ...

Crowe LLP

Senior Tax Manager, Financial Services

Chicago, IL · On-site +1

$127K - $269K/yr

Manage and foster existing client tax relationships through client deliverables and a hands-on ... Previous banking experience required * Bachelor's degree in Accounting required * CPA license or EA ...

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All JobsRelationship Banker JobsRemote Relationship Banker JobsRemote Relationship Banker Jobs in Romeoville, IL

Remote Relationship Banker information

See Romeoville, IL salary details

$14

$21

$27

How much do remote relationship banker jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for remote relationship banker in Romeoville, IL is $21.15, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $23.75 per hour, depending on experience, location, and employer.

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 popular job titles related to Remote Relationship Banker jobs in Romeoville, IL? For Remote Relationship Banker jobs in Romeoville, IL, the most frequently searched job titles are:
What job categories do people searching Remote Relationship Banker jobs in Romeoville, IL look for? The top searched job categories for Remote Relationship Banker jobs in Romeoville, IL are:
What cities near Romeoville, IL are hiring for Remote Relationship Banker jobs? Cities near Romeoville, IL with the most Remote Relationship Banker job openings:
Remote Relationship Banker jobs near you

Accounts Receivable Analyst (Remote)

Inspira Financial

Oak Brook, IL • On-site, Remote

$24.25 - $30.75/hr

Full-time

Posted 20 hours ago

Posted today

Inspira Financial rating

7.6

Company rating: 7.6 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

The Accounts Receivable Analyst is responsible for researching, analyzing, and resolving accounts receivable and cash application exceptions across multiple systems and banking platforms. This role utilizes data, system knowledge, and cross-functional collaboration to investigate payment discrepancies, identify root causes, and support issue resolution. The Analyst also identifies trends and process improvement opportunities that enhance payment accuracy, operational efficiency, and the effectiveness of automated accounts receivable processes.
  1. Analyze unapplied cash, misapplied payments, payment variances, and other accounts receivable exceptions by researching transactional data across multiple systems.
  2. Investigate complex payment discrepancies using data from billing, banking, cash application, and accounts receivable platforms to determine root causes and appropriate resolution.
  3. Analyze exception reports and account activity to identify trends, recurring issues, and opportunities to improve cash application accuracy and operational efficiency.
  4. Serve as a functional resource for NetSuite, Sage, Versapay, banking platforms, and related accounts receivable systems by researching system-generated exceptions and automated matching outcomes.
  5. Collaborate with clients, brokers, funding teams, and internal stakeholders to resolve payment inquiries, reconcile discrepancies, and facilitate issue resolution.
  6. Prepare recurring and ad hoc reports related to payment activity, exception management, cash application results, and accounts receivable performance.
  7. Document findings and provide recommendations to improve processes, system utilization, automated matching rules, and data quality.
  8. Support system implementations, enhancements, testing activities, and process improvement initiatives related to billing, cash application, and accounts receivable operations.
  9. Perform other duties as assigned within the nature and level of work.d level of work.

  • Bachelor's Degree in Accounting, Finance, Business Administration, or related field
  • Minimum of two (2) years of experience in accounts receivable, accounting, finance, or related analytical function
  • Experience researching and resolving complex payment discrepancies
  • Experience working with ERP, billing, banking, or cash application systems
  • Strong analytical and critical thinking skills with the ability to interpret financial and transactional data
  • Demonstrated ability to perform root cause analysis and develop recommendations for issue resolution
  • Experience working across multiple systems and data sources to investigate and resolve discrepancies
  • Strong proficiency in Microsoft Excel, including data analysis and reporting capabilities
  • Ability to identify trends, patterns, and process improvement opportunities
  • Excellent organizational skills and ability to manage multiple priorities in a fast-paced environment
  • Strong verbal and written communication skills with the ability to explain complex issues to both technical and non-technical stakeholders
  • Ability to build collaborative relationships across departments and influence resolution of issues

What Inspira Financial employees say

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