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Virtual Banker Jobs in Milwaukee, WI (NOW HIRING)

Associatedbank

Virtual Financial Advisor

Milwaukee, 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 ...

HSA Bank

Benefits Account Executive

Milwaukee, WI · On-site

$60K - $65K/yr

At HSA Bank, a division of Santander Bank N.A., we're working toward a world where everyone is ... Comfortable working in a highly collaborative virtual environment with mandatory camera ...

HSA Bank

Benefits Account Executive

Milwaukee, WI · Remote

$60K - $65K/yr

At HSA Bank, a division of Santander Bank N.A., we're working toward a world where everyone is ... Comfortable working in a highly collaborative virtual environment with mandatory camera ...

HSA Bank

Benefits Account Executive

Milwaukee, WI · On-site

$60K - $65K/yr

At HSA Bank, a division of Santander Bank N.A., we're working toward a world where everyone is ... Comfortable working in a highly collaborative virtual environment with mandatory camera ...

HSA Bank

Benefits Account Executive

Milwaukee, WI · On-site

$60K - $65K/yr

At HSA Bank, a division of Santander Bank N.A., we're working toward a world where everyone is ... Comfortable working in a highly collaborative virtual environment with mandatory camera ...

HSA Bank

Benefits Account Executive

Milwaukee, WI · Remote

$60K - $65K/yr

At HSA Bank, a division of Santander Bank N.A., we're working toward a world where everyone is ... Comfortable working in a highly collaborative virtual environment with mandatory camera ...

HSA Bank

Benefits Account Executive

Milwaukee, WI · On-site

$60K - $65K/yr

At HSA Bank, a division of Santander Bank N.A., we're working toward a world where everyone is ... Comfortable working in a highly collaborative virtual environment with mandatory camera ...

Associa

Client Accounting Specialist

Mequon, WI · On-site

$19 - $25.50/hr

Oversee and request AP & AR corrections, bank reconciliation, journal entries and account ... Attend in person or virtual board meetings as needed * Provide training and assistance to CAMs and ...

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Virtual Banker information

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How much do virtual banker jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for virtual banker in Milwaukee, WI is $20.49, according to ZipRecruiter salary data. Most workers in this role earn between $18.22 and $22.26 per hour, depending on experience, location, and employer.

What is a virtual banker?

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?

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.

What skills and qualifications are needed to thrive as a virtual banker?

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 are the most commonly searched types of Banker jobs in Milwaukee, WI?

The most popular types of Banker jobs in Milwaukee, WI are:

What are popular job titles related to Virtual Banker jobs in Milwaukee, WI?

For Virtual Banker jobs in Milwaukee, WI, the most frequently searched job titles are:

What job categories do people searching Virtual Banker jobs in Milwaukee, WI look for?

The top searched job categories for Virtual Banker jobs in Milwaukee, WI are:

Virtual Banker jobs near you
Infographic showing various Virtual Banker job openings in Milwaukee, WI as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 32% Physical, 2% Hybrid, and 66% Remote job distribution, with an average salary of $42,617 per year, or $20.5 per hour.

Virtual Financial Advisor

Milwaukee, WI

Associatedbank
See more jobs at Associatedbankexternal

$21.64 - $37.09/hr

Full-time

Retirement, PTO

Posted 19 days ago

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-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand 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 onFacebook,LinkedInandX.

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 contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.


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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