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Virtual Bank Jobs in Wisconsin (NOW HIRING)

Associated Bank

Virtual Financial Advisor

Green Bay, WI · On-site +1

Associated Bank conducts a thorough background check on all new hires. Role Summary The Virtual ... Financial Advisor deepens relationships with assigned and referred clients by conducting investment ...

Associatedbank

Virtual Financial Advisor

Green Bay, WI

$21.64 - $37.09/hr

Associated Bank conducts a thorough background check on all new hires. Role Summary The Virtual ... Financial Advisor deepens relationships with assigned and referred clients by conducting investment ...

Park Bank

At Your Service Representative

Madison, WI · On-site

$16 - $22/hr

Assisting in the testing of the Bank's Business Continuity Plans * Operate a virtual cash drawer to efficiently and accurately process transactions while maintaining an accurate cash balance and ...

Park Bank

At Your Service Representative

Madison, WI · On-site

$16 - $22/hr

Assisting in the testing of the Bank's Business Continuity Plans * Operate a virtual cash drawer to efficiently and accurately process transactions while maintaining an accurate cash balance and ...

The Park Bank

At Your Service Representative

Madison, WI

$16 - $22/hr

Assisting in the testing of the Bank's Business Continuity Plans * Operate a virtual cash drawer to efficiently and accurately process transactions while maintaining an accurate cash balance and ...

US Bank

Fund Administrator

Milwaukee, WI · Hybrid

$68K - $93K/yr

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... This may involve attendance of virtual meetings and presentation of materials. * Helping prepare ...

US Bank

Fund Administrator

Oshkosh, WI · Hybrid

$67K - $92K/yr

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... This may involve attendance of virtual meetings and presentation of materials. * Helping prepare ...

6AM City, LLC

WI · On-site

$250 - $275/hr

... Institutional Banking team. The overall objective of this role is to generate high-quality ... Prepare virtual data rooms based on data supplied by clients * Market assets to potential buyers by ...

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How much do virtual bank jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for virtual bank in Wisconsin is $24.63, according to ZipRecruiter salary data. Most workers in this role earn between $20.62 and $27.64 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the virtual bank position, and why are they important?

To thrive in a Virtual Bank, professionals need a robust understanding of financial services, digital banking operations, and customer relationship management, often supported by degrees in finance, business, or related fields. Familiarity with online banking platforms, cybersecurity protocols, and digital transaction systems is typically required, and certifications like Certified Digital Banker (CDB) can be advantageous. Excellent communication, problem-solving, and adaptability to fast-evolving technology are valuable soft skills in this environment. These competencies enable employees to deliver secure, efficient, and customer-focused banking services in an online setting.

What are the typical daily responsibilities for employees working at a virtual bank?

At a Virtual Bank, daily responsibilities often include assisting customers via digital channels, processing online transactions, managing account inquiries, and addressing technical or financial questions. Employees may also monitor for fraudulent activity, ensure regulatory compliance, and help implement new digital banking features. Collaboration often occurs virtually with team members from IT, compliance, and customer service to maintain smooth operations. Adapting quickly to new technologies and maintaining a high level of digital security awareness are also regular parts of the role. This dynamic work environment offers opportunities to learn cutting-edge banking tools and interact with clients in innovative ways.

What is a virtual bank?

A Virtual Bank job involves working for a digital-only financial institution that operates without physical branches. Employees typically handle customer service, account management, fraud prevention, and financial advising through online platforms, phone calls, or chat support. Roles can vary from customer support representatives to compliance officers and software developers. These positions often require strong communication skills, financial knowledge, and proficiency with digital banking tools. Many Virtual Bank jobs offer remote work opportunities, making them accessible to candidates in various locations.

What are the most commonly searched types of Bank jobs in Wisconsin? The most popular types of Bank jobs in Wisconsin are:
What are popular job titles related to Virtual Bank jobs in Wisconsin? For Virtual Bank jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Virtual Bank jobs in Wisconsin look for? The top searched job categories for Virtual Bank jobs in Wisconsin are:
What cities in Wisconsin are hiring for Virtual Bank jobs? Cities in Wisconsin with the most Virtual Bank job openings:
Virtual Bank jobs near you
Infographic showing various Virtual Bank job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $51,223 per year, or $24.6 per hour.

Virtual Financial Advisor

Associated Bank

Green Bay, WI • On-site, Remote

Full-time

Retirement, PTO

Posted 29 days ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

65th of 170 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored financial solutions. This role supports client growth through proactive outreach, warm branch referrals, and consultative sales activity while providing a high-quality experience through phone, video, screen sharing, and occasional in-person meetings. This position offers a strong development path for someone motivated by clear goals, client education, and future growth in financial advising.
Key Accountabilities
  • Proactively engage assigned and referred clients to conduct investment reviews, assess financial objectives, and identify opportunities to deepen relationships.
  • Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards.
  • Own client relationships within the Guidance Center model by setting clear service expectations and providing consistent follow-through.
  • Achieve assigned sales and growth goals while participating in incentive compensation programs.
  • Manage warm referrals from branch partners and internal teams within defined service timeframes.
  • Collaborate with business partners to support cross-sell opportunities and holistic client solutions.
  • Maintain knowledge of Associated Bank and investment services products, policies, procedures, and regulatory requirements.
  • Partner with Financial Advisors to develop sales, book-management, and relationship-building skills for future growth opportunities.

Education & Experience
Required
  • Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.
  • 5+ years of brokerage, investments, or financial services experience.
  • Series 7 license.
  • Series 63 and 65 licenses, or Series 66 license.
  • Life and Health Insurance license.

Preferred
  • Bachelor's degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.
  • 6+ years of brokerage, investments, or financial services experience.
  • 3+ years of relationship management or consultative sales experience.
  • Prior experience in a similar advisor or financial services sales role.
  • Experience educating clients and explaining investments or financial solutions.

Why You'll Love Working Here
This role offers warm outreach, established client relationships, and the opportunity to help clients better understand their financial options. You'll gain hands-on experience managing a book of business, partnering with Financial Advisors, and building skills that can support future growth into broader financial advising opportunities. Join a team-oriented environment where your client focus, sales drive, and follow-through can make a meaningful impact.
Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$21.64 - $37.09 per hour

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