Analyst, Family Office Advisory
$59K - $99K/yr
Primary Responsibilities: * Assist in the building, maintenance, and enhancement of the virtual ... Promote an environment that supports diversity and reflects the M&T Bank brand * Maintain M&T ...
$59K - $99K/yr
Primary Responsibilities: * Assist in the building, maintenance, and enhancement of the virtual ... Promote an environment that supports diversity and reflects the M&T Bank brand * Maintain M&T ...
$59K - $99K/yr
Primary Responsibilities: * Assist in the building, maintenance, and enhancement of the virtual ... Promote an environment that supports diversity and reflects the M&T Bank brand * Maintain M&T ...
Manage lifecycle of virtual machines (guests): * Provisioning * Scaling * Decommissioning ... banking to retail. Whether you want to broaden your knowledge base or narrow your scope and ...
Manage lifecycle of virtual machines (guests): * Provisioning * Scaling * Decommissioning ... banking to retail. Whether you want to broaden your knowledge base or narrow your scope and ...
Newark, DE · On-site
Ability to deliver in person & virtual presentations to senior management and stakeholders ... Financial services experience in Corporate Banking * Strong payments understanding and background
Newark, DE · On-site
Ability to deliver in person & virtual presentations to senior management and stakeholders ... Financial services experience in Corporate Banking * Strong payments understanding and background
Ability to deliver in person & virtual presentations to senior management and stakeholders ... Financial services experience in Corporate Banking * Strong payments understanding and background
Ability to deliver in person & virtual presentations to senior management and stakeholders ... Financial services experience in Corporate Banking * Strong payments understanding and background
Ability to deliver in person & virtual presentations to senior management and stakeholders ... Financial services experience in Corporate Banking * Strong payments understanding and background
Ability to deliver in person & virtual presentations to senior management and stakeholders ... Financial services experience in Corporate Banking * Strong payments understanding and background
Wilmington, DE · On-site
$47.50 - $61.25/hr
... Virtual Storage Access Method) o IMS DC (Transaction Management) o IBM MQ (Message Queueing ... Experience in banking, insurance, or other high-volume transaction systems.
Quick apply
Wilmington, DE · On-site
$47.50 - $61.25/hr
... Virtual Storage Access Method) o IMS DC (Transaction Management) o IBM MQ (Message Queueing ... Experience in banking, insurance, or other high-volume transaction systems.
... virtual. JOIN OUR TEAM AND MAKE A DIFFERENCE! * Are you a detail-oriented individual who is ... Opening bank accounts * Securing a Social Security Number * Obtaining a driver's license ...
... virtual. JOIN OUR TEAM AND MAKE A DIFFERENCE! * Are you a detail-oriented individual who is ... Opening bank accounts * Securing a Social Security Number * Obtaining a driver's license ...
Wilmington, DE · On-site
$47.50 - $61.25/hr
... Virtual Storage Access Method) o IMS DC (Transaction Management) o IBM MQ (Message Queueing ... Experience in banking, insurance, or other high-volume transaction systems
Quick apply
Wilmington, DE · On-site
$47.50 - $61.25/hr
... Virtual Storage Access Method) o IMS DC (Transaction Management) o IBM MQ (Message Queueing ... Experience in banking, insurance, or other high-volume transaction systems
Wilmington, DE · On-site
$47.50 - $61.25/hr
... Virtual Storage Access Method) o IMS DC (Transaction Management) o IBM MQ (Message Queueing ... Experience in banking, insurance, or other high-volume transaction systems.
Quick apply
Wilmington, DE · On-site
$47.50 - $61.25/hr
... Virtual Storage Access Method) o IMS DC (Transaction Management) o IBM MQ (Message Queueing ... Experience in banking, insurance, or other high-volume transaction systems.
... virtual. JOIN OUR TEAM AND MAKE A DIFFERENCE! * Are you a detail-oriented individual who is ... Opening bank accounts * Securing a Social Security Number * Obtaining a driver's license ...
... virtual. JOIN OUR TEAM AND MAKE A DIFFERENCE! * Are you a detail-oriented individual who is ... Opening bank accounts * Securing a Social Security Number * Obtaining a driver's license ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking ... g., virtual agent for interrogation of data and recommendation of actions) and exceptional ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking ... g., virtual agent for interrogation of data and recommendation of actions) and exceptional ...
Wilmington, DE · On-site
$175K - $260K/yr
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking ... g., virtual agent for interrogation of data and recommendation of actions) and exceptional ...
Wilmington, DE · On-site
$175K - $260K/yr
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking ... g., virtual agent for interrogation of data and recommendation of actions) and exceptional ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking ... g., virtual agent for interrogation of data and recommendation of actions) and exceptional ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking ... g., virtual agent for interrogation of data and recommendation of actions) and exceptional ...
... support our Retail Banking Teams including Branch and Cafe Ambassadors and Small Business ... virtual and classroom settings * At least one year of experience with Google Suite Preferred ...
... support our Retail Banking Teams including Branch and Cafe Ambassadors and Small Business ... virtual and classroom settings * At least one year of experience with Google Suite Preferred ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
Wilmington, DE · On-site
$36K - $61K/yr
... the banking, insurance, hospitality, retail and/or legal industry Our Interview Practices To ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...
$13.47 - $14.79
2% of jobs
$14.79 - $16.10
6% of jobs
$16.10 - $17.41
5% of jobs
$17.41 - $18.72
9% of jobs
$18.83 is the 25th percentile. Wages below this are outliers.
$18.72 - $20.03
23% of jobs
The median wage is $20.29 / hr.
$20.03 - $21.35
19% of jobs
$22.28 is the 75th percentile. Wages above this are outliers.
$21.35 - $22.66
14% of jobs
$22.66 - $23.97
4% of jobs
$23.97 - $25.28
5% of jobs
$25.28 - $26.60
6% of jobs
$26.60 - $27.91
5% of jobs
$13
$20
$27
A Virtual Banker is a customer service and financial support professional who assists clients with banking needs remotely, typically via phone, chat, or online platforms. They help customers with account inquiries, transactions, loan applications, and technical support, ensuring a seamless digital banking experience. This role requires strong communication skills, financial knowledge, and the ability to resolve customer concerns efficiently. Virtual Bankers play a crucial role in enhancing customer satisfaction and promoting banking products and services.
To thrive as a Virtual Banker, you need a strong understanding of banking products, financial regulations, and customer relationship management, ideally supported by relevant education or experience in finance or banking. Proficiency with digital banking platforms, customer management systems (CRMs), and secure communication tools is commonly required. Strong communication, problem-solving abilities, and a focus on customer service help set top candidates apart. These skills and qualifications are essential for building client trust, efficiently handling remote transactions, and ensuring compliance in a virtual banking environment.
A Virtual Banker’s workday usually involves conducting client consultations via video calls, phone, or secure messaging platforms, assisting customers with account inquiries, transactions, and financial advice. You will frequently use online banking tools and CRMs to manage client relationships and document interactions. While much of the work is independent, Virtual Bankers regularly collaborate with loan officers, branch managers, and support staff through virtual meetings and shared platforms to resolve complex issues and ensure seamless service. This hybrid approach allows Virtual Bankers to deliver personalized service while remaining connected with their team and the larger financial institution. The role offers dynamic interaction and the satisfaction of helping clients achieve their financial goals from a remote workspace.

$59K - $99K/yr
Full-time
Re-posted 5 days ago
Work independently, under general supervision, on dynamic and experienced client teams, as well as with external clients and advisors. This position also interacts with internal partners, external client representatives, and client vendors, with the support of more experienced team members. Supports financial data integration and reporting for ultra-high net worth family office clients, with the goals of assisting with superior client service, better organizing and educating clients, and helping the team provide high-level advice. Assists and participates in related projects as requested.
Primary Responsibilities:Assist in the building, maintenance, and enhancement of the virtual family office platform, including financial and planning structure integration, data aggregation, and consolidated reporting through a leading technology solution
Ensure accuracy and integrity of financial data through auditing and reconciliation
Assist in maintaining digital storage of client documents and support portal functionality
Support team and client training to ensure effective and beneficial use of the digital platform
Assist in the provision of data and insights to investment advisors for foundational and complex investment analysis
Independently prepare customized financial reports tailored to family office relationships
Engage in effective verbal, written, and in-person communication with clients, external advisors, and internal partners
Assist in the overall delivery of the virtual family office platform service
Assist in cutting edge knowledge and support the improvement and implementation of existing and new processes related to family offices that enhance efficiency and effectiveness
Assist in departmental projects and continuous process improvement initiatives
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management
Promote an environment that supports diversity and reflects the M&T Bank brand
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
Complete other related duties as assigned
Scope of Responsibilities:
The position works independently under general supervision. This position interacts with internal partners, external custodians, external advisors, and clients.
Bachelor's degree in Accounting, Finance, or related field with significant Accounting coursework, and a minimum of 1 years' accounting, audit, and/or financial institution experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' accounting, audit, and/or financial institution experience
Strong verbal and written communication skills
Strong analytical skills
Strong critical thinking skills
Strong problem-solving skills
Strong attention to detail
Strong interpersonal skills and prior experience thriving in a collaborative team environment
Knowledge and application of Generally Accepted Accounting Principles (GAAP)
Excellent personal computer skills
Thorough knowledge of accounting/financial software as well as spreadsheet, word processing and database software
Minimum of 3 years' accounting, audit and/or financial experience
Master's degree in Business Administration (MBA)
Certified Public Accountant (CPA)
Previous accounting work experience