Serves as a Virtual Commercial Relationship Banker for new and existing Commercial banking clients with revenues between $1 million to $20 million. Effectively manage and maintain an existing ...
Serves as a Virtual Commercial Relationship Banker for new and existing Commercial banking clients with revenues between $1 million to $20 million. Effectively manage and maintain an existing ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... In this role, you will lead engineering teams that build scalable embedded payments and virtual ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... In this role, you will lead engineering teams that build scalable embedded payments and virtual ...
$21.64 - $28.85/hr
... banking and generosity, empowering lives of service and faith. As a Virtual Financial Advisor, you ... ll play a vital role in delivering meaningful financial guidance that helps clients achieve greater ...
$21.64 - $28.85/hr
... banking and generosity, empowering lives of service and faith. As a Virtual Financial Advisor, you ... ll play a vital role in delivering meaningful financial guidance that helps clients achieve greater ...
Consider associated risks for the customer and the Bank in all aspects of role. * May provide virtual or in-person customer training for systems and services in partnership with, or as back-up to ...
Consider associated risks for the customer and the Bank in all aspects of role. * May provide virtual or in-person customer training for systems and services in partnership with, or as back-up to ...
IT Systems Engineer (On-Site - Washington/Oregon State)
Hillsboro, OR · On-site
$91K - $114K/yr
... Bank's technical staff. Analyzes and applies patches, upgrades and changes on infrastructure systems. Designs, implements, and maintains backup and redundancy strategies on physical and virtual ...
IT Systems Engineer (On-Site - Washington/Oregon State)
Hillsboro, OR · On-site
$91K - $114K/yr
... Bank's technical staff. Analyzes and applies patches, upgrades and changes on infrastructure systems. Designs, implements, and maintains backup and redundancy strategies on physical and virtual ...
Treasury Management Sales Analyst
Portland, OR · On-site
$22.70 - $37.84/hr
Responsible for attending banker education with your TMC(s), and/or Ask the Expert Series, at least ... Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong ...
Treasury Management Sales Analyst
Portland, OR · On-site
$22.70 - $37.84/hr
Responsible for attending banker education with your TMC(s), and/or Ask the Expert Series, at least ... Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong ...
Treasury Management Sales Analyst
Lake Oswego, OR · On-site
$22.70 - $37.84/hr
Responsible for attending banker education with your TMC(s), and/or Ask the Expert Series, at least ... Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong ...
Treasury Management Sales Analyst
Lake Oswego, OR · On-site
$22.70 - $37.84/hr
Responsible for attending banker education with your TMC(s), and/or Ask the Expert Series, at least ... Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong ...
Consider associated risks for the customer and the Bank in all aspects of role. * May provide virtual or in-person customer training for systems and services in partnership with, or as back-up to ...
Consider associated risks for the customer and the Bank in all aspects of role. * May provide virtual or in-person customer training for systems and services in partnership with, or as back-up to ...
Treasury Management Sales Analyst
Lake Oswego, OR · On-site
$22.70 - $37.84/hr
Responsible for attending banker education with your TMC(s), and/or Ask the Expert Series, at least ... Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong ...
Treasury Management Sales Analyst
Lake Oswego, OR · On-site
$22.70 - $37.84/hr
Responsible for attending banker education with your TMC(s), and/or Ask the Expert Series, at least ... Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Leading executive-level relationship reviews (in-person and virtual) and facilitating regular ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Leading executive-level relationship reviews (in-person and virtual) and facilitating regular ...
Manage and develop a team of bankers and/or relationship managers with a focus on client ... Proven ability to manage a team in a virtual environment * Proven leadership, collaboration, team ...
Manage and develop a team of bankers and/or relationship managers with a focus on client ... Proven ability to manage a team in a virtual environment * Proven leadership, collaboration, team ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Leading executive-level relationship reviews (in-person and virtual) and facilitating regular ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Leading executive-level relationship reviews (in-person and virtual) and facilitating regular ...
Remote Inbound Representative
Portland, OR · Remote
$85K - $120K/yr
Previous experience in customer service, banking, or sales is welcomed, but not mandatory. Compensation & Perks * Flexible Schedule: Completely virtual position with full control over your work hours.
New
Quick apply
Remote Inbound Representative
Portland, OR · Remote
$85K - $120K/yr
Previous experience in customer service, banking, or sales is welcomed, but not mandatory. Compensation & Perks * Flexible Schedule: Completely virtual position with full control over your work hours.
New
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Align UX with ITSM/HRSD workflows; design AI-assisted and automated experiences (virtual agents ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Align UX with ITSM/HRSD workflows; design AI-assisted and automated experiences (virtual agents ...
Talent Development Strategy & Organizational Effectiveness Manager
Portland, OR · On-site
$120K - $150K/yr
... person, virtual, and digital platforms * Lead and develop a team of talent and development ... Columbia Bank is an equal opportunity and affirmative action employer committed to employing ...
Talent Development Strategy & Organizational Effectiveness Manager
Portland, OR · On-site
$120K - $150K/yr
... person, virtual, and digital platforms * Lead and develop a team of talent and development ... Columbia Bank is an equal opportunity and affirmative action employer committed to employing ...
Talent Development Strategy & Organizational Effectiveness Manager
Lake Oswego, OR · On-site
$120K - $150K/yr
... person, virtual, and digital platforms * Lead and develop a team of talent and development ... Columbia Bank is an equal opportunity and affirmative action employer committed to employing ...
Talent Development Strategy & Organizational Effectiveness Manager
Lake Oswego, OR · On-site
$120K - $150K/yr
... person, virtual, and digital platforms * Lead and develop a team of talent and development ... Columbia Bank is an equal opportunity and affirmative action employer committed to employing ...
Treasury Analyst, Regulatory Operations
OR · Remote
$100K - $120K/yr
Partner closely with Accounting, Compliance, Operations, and external banking and clearing partners ... A connected virtual-first culture with a highly engaged distributed workforce * 5% 401k match, FSA ...
Treasury Analyst, Regulatory Operations
OR · Remote
$100K - $120K/yr
Partner closely with Accounting, Compliance, Operations, and external banking and clearing partners ... A connected virtual-first culture with a highly engaged distributed workforce * 5% 401k match, FSA ...
... 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 ...
Use both leadership and collaboration skills to form and manage cross-functional and/or virtual ... Build a healthy exam item bank, respecting the exam design guidelines. * Build working ...
Use both leadership and collaboration skills to form and manage cross-functional and/or virtual ... Build a healthy exam item bank, respecting the exam design guidelines. * Build working ...
... 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 ...
Virtual Banker information
See Oregon salary details
$14.23 - $15.62
2% of jobs
$15.62 - $17.01
6% of jobs
$17.01 - $18.39
5% of jobs
$18.39 - $19.78
9% of jobs
$19.89 is the 25th percentile. Wages below this are outliers.
$19.78 - $21.16
23% of jobs
The median wage is $21.43 / hr.
$21.16 - $22.55
19% of jobs
$23.54 is the 75th percentile. Wages above this are outliers.
$22.55 - $23.94
14% of jobs
$23.94 - $25.32
4% of jobs
$25.32 - $26.71
5% of jobs
$26.71 - $28.10
6% of jobs
$28.10 - $29.48
5% of jobs
$14
$21
$29
How much do virtual banker jobs pay per hour?
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What is a Virtual Banker job?
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.
What does a virtual banker do?
What are the key skills and qualifications needed to thrive in the Virtual Banker position, and why are they important?
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.
What does the typical workday look like for a Virtual Banker, and how do they collaborate with their team?
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.
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 10 days ago
Job description
About the Role:
Serves as a Virtual Commercial Relationship Banker for new and existing Commercial banking clients with revenues between $1 million to $20 million. Effectively manage and maintain an existing commercial portfolio up to 250 relationships (defined by RCE). Develops and grows client portfolio by building and maintaining strong relationships with existing clients. Engages in dialogue with CEO and CFO levels of clients to assess holistic banking needs and provide customized banking insights and solutions. Responsible for leading, directing and coordinating key team members in analysis and execution for the effective delivery of products and services to clients and prospects. Maintains high touch connections with assigned portfolios delivering exceptional service with both servicing/maintenance and sales production for growth.
- Proactively engages assigned commercial portfolio (loans, deposits, core fee income) with delivering a positive experience through digital channels to ensure retention and growth of commercial portfolio by utilizing internal partners, products and services within the entire bank.
- Provides quarterly business reviews with Commercial clients for retention and revenue generating opportunities. Delivers high touch weekly, monthly and quarterly connections to proactively support needs. May prospect new relationships by reviewing internal contact lists to generate new business for the commercial bank.
- Seeks solutions to holistically support the client and refer to cross markets internally to leverage banks turnkey solutions.
- Develops a comprehensive understanding of client's needs, through the review and analysis of personal and business financial data gathered providing integrated delivery of financial services.
- Achieves individual annual production and growth goals for Commercial banking deposits, fees and loans to ensure the bank meets its overall financial targets.
- Builds client referral pipeline via identification and development of internal and external center of influence.
- Develops and maintains an in-depth business knowledge and strong credit acumen of lending (for both scored and custom credit) as well as other deposit products and services. Seeks knowledge of competitors and competitive products. Develops a conversational competence of industrial, commercial, economic and financial situations relating to new or existing business.
- Proactively promotes and cross-markets bank products and services, and keeps client informed of special promotions. Partners consistently with other internal business partners to uncover opportunities to deepen the client relationship.
- May be designated as a "team lead", responsible for directing the work of others.
- Where appropriate participates in community organizations to source business development opportunities and maximize networking demonstrating Columbia's commitment to the local community.
- Proactively builds and manages a pipeline of production utilizing sales tools such as Salesforce.
- Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
- Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
- Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
- May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
- Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
- Takes personal initiative and is a positive example for others to emulate.
- Embraces our vision to become "Business Bank of Choice"
- May perform other duties as assigned.
About You:
- More than 10 years - of relevant commercial banking experience or equivalent. (Required)
- Extremely strong relationship management skills, including but not limited to: new business development, analytical thinking, problem solving, strong sales skills, and advanced credit and credit quality skills.
- Strong knowledge of bank's credit products and underwriting policies.
- Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank's products.
- Proven track record of success and skills in developing new revenue for existing clients and retention of portfolio. Seeks ways to expand portfolio. .
- Strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience.
- Advanced knowledge of cash management policies, procedures, practices, banking regulations, documentation, and business operations.
- Excellent written and verbal communication.
- Ability to work effectively with individuals and groups across the company to manage customer relationships.
- Ability to prioritize and direct the work of others.
- Proficiency with personal computers and related software packages such as Word and Excel.
- Ability to train and present to small and large audiences.
Travel Requirements
- Occasional
The pay range for this role is $77,767.00 - $144,423.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
1545 River Park Drive Suite 101 Sacramento CA 95815Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.