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Virtual Banker Jobs in San Ramon, CA (NOW HIRING)

Technology Credit Union

Relationship Banker

San Jose, CA · On-site

$22 - $28.75/hr

In addition, the Relationship Banker is responsible for developing direct sales growth for ... person or through Virtual Branch, identifying opportunities to deepen member relationships.

Technology Credit Union

Relationship Banker

Milpitas, CA · On-site

$21 - $27.75/hr

In addition, the Relationship Banker is responsible for developing direct sales growth for ... person or through Virtual Branch, identifying opportunities to deepen member relationships.

Technology Credit Union

Relationship Banker

Milpitas, CA · On-site

$21 - $27.75/hr

In addition, the Relationship Banker is responsible for developing direct sales growth for ... person or through Virtual Branch, identifying opportunities to deepen member relationships.

Technology Credit Union

Relationship Banker

San Jose, CA · On-site

$22 - $28.75/hr

The Relationship Banker assists members with a full range of financial products and services in a ... person or through Virtual Branch, identifying opportunities to deepen member relationships.

Technology Credit Union

Relationship Banker

Milpitas, CA · On-site

$21 - $27.75/hr

The Relationship Banker assists members with a full range of financial products and services in a ... person or through Virtual Branch, identifying opportunities to deepen member relationships.

Sadient

Fintech Engineering Lead

San Francisco, CA · On-site

$220 - $340/hr

The product focuses on building a joint virtual banking and cryptocurrency wallet platform, enabling users around the world to move seamlessly within a unified financial ecosystem with secure ...

New

CM Search

Fintech Engineering Lead

San Francisco, CA

$120K - $159K/yr

We are creating a joint virtual banking and cryptocurrency wallet that allows users all over the world to move seamlessly within our financial ecosystem. Why now: stablecoins are changing cross ...

Paychex

Channel Sales Associate - Bank

Walnut Creek, CA · On-site

$65K - $100K/yr

Overview Work with assigned bank partners to earn business referrals and sell Paychex products and ... We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ...

Paychex

Channel Sales Associate - Bank

Walnut Creek, CA

$65K - $100K/yr

Overview Work with assigned bank partners to earn business referrals and sell Paychex products and ... We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ...

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Virtual Banker information

See San Ramon, CA salary details

$15

$23

$31

How much do virtual banker jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for virtual banker in San Ramon, CA is $23.24, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $25.24 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 San Ramon, CA?

The most popular types of Banker jobs in San Ramon, CA are:

What are popular job titles related to Virtual Banker jobs in San Ramon, CA?

For Virtual Banker jobs in San Ramon, CA, the most frequently searched job titles are:

What job categories do people searching Virtual Banker jobs in San Ramon, CA look for?

The top searched job categories for Virtual Banker jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Virtual Banker jobs?

Cities near San Ramon, CA with the most Virtual Banker job openings:

Virtual Banker jobs near you
Infographic showing various Virtual Banker job openings in San Ramon, CA as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 48% Physical, 2% Hybrid, and 50% Remote job distribution, with an average salary of $48,338 per year, or $23.2 per hour.

Relationship Banker

Technology Credit Union

San Jose, CA • On-site

$22 - $28.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Position Summary
The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery with the ability to identify needs, build rapport, and convert service interactions into appropriate sales and referral opportunities.
In addition, the Relationship Banker is responsible for developing direct sales growth for Technology Credit Union (Tech CU) including but not limited to mortgage, auto lending, and market development. The incumbent performs all duties in compliance with regulatory requirements and with minimal supervision.
Responsibilities
Essential Duties
Service/Operations
  • Performs a wide variety of banking transactions with minimal supervision.
  • Delivers exceptional member service, ensuring requests and/or issues are researched and resolved in a timely manner.
  • Receives and dispenses various denominations of coin and currency.
  • Processes all transactions accurately and efficiently, while maintaining member confidentiality.
  • Opens, closes and balances cash drawer daily, ensuring proper handling of cash and negotiables.
  • Maintains current knowledge of Tech CU products/services and competitive landscape.
  • Participates in Tech CU training as guided by manager, including compliance, product knowledge and sales skills.
  • Attends staff and company-wide meetings.

Sales
  • Meets sales goals ethically and in compliance with regulatory requirements.
  • Participates in offsite business development events (Member Company wellness fairs, community events, and activities, such as phone campaigns) for the purpose of generating new business, strengthening relationships, and building brand awareness.
  • Attends networking events and conducts sales calls to increase the visibility of the Tech CU Brand and generate new business.
  • Opens new member accounts, performs account servicing and maintenance, and processes loan applications in person or through Virtual Branch, identifying opportunities to deepen member relationships.
  • Proactively identifies and enters qualified sales referrals into designated tracking system.
  • Clearly and confidently conveys information to members across multiple channels, in person, by phone, and through digital platforms.

Work Schedule
  • Full-time; typically 37-40 hours/week
  • Flexible within core business hours, M-F, rotating Saturdays
  • Occasional extended early morning or late evening hours, and weekends, typically with advance notice

Workplace Essentials
  • Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate).
  • Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
  • Complies with Tech CU policies and procedures.
  • Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
  • Complies with requirements imposed by federal, state and local regulatory agencies.
  • Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.

Qualifications
Education: High School diploma or equivalent; college degree preferred.
Experience: 1+ years' experience in related disciplines, including sales, customer service or financial services preferred.
Knowledge/Skills/Abilities:
  • Proven ability to develop positive interpersonal connections on limited-time interactions.
  • Strong service-to-sales orientation with the ability to translate member needs into appropriate financial solutions.
  • Demonstrated rapport-building, active listening, and consultative communication skills.
  • Proactive follow-up mindset with the ability to manage multiple member relationships simultaneously.
  • Baseline fluency across core financial products and services, with the judgment to escalate or refer complex needs.
  • Proven ability to rapidly understand the basics of current and new products.
  • Strong organization, attention to detail, and time-management skills.
  • Effective verbal and written communication skills across in-person, phone, and digital channels.
  • Ability to thrive in a collaborative, goal-driven, and high-energy team environment.
  • Adaptability and openness to change as organizational needs evolve.
  • Strong sales, service and team orientation.
  • Strong organization and verbal/written communication skills.
  • Effective interpersonal skills.
  • Detail-oriented, with solid basic mathematical skills.
  • Basic Microsoft Office and keyboarding skills.
  • Solid ability to navigate multiple software applications.
  • Solid ability to work independently, utilizing tools to find information.
  • Strong ability to participate, sustain performance and thrive on a high-energy team.
  • Highly adaptive and open to changes as the organization grows and its needs evolve.
  • Understanding of financial products/services and industry regulations preferred.

Licensing: Upon employment, must enroll and maintainregistration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration.
Travel: May be required to travel occasionally to Tech CU locations outside of home branch, typically with advance notice. May be required to occasionally attend offsite training, meetings or events, typically with advance notice. Overnight travel unlikely. Willing to travel as to conduct Tech CU business.
Typical Working Conditions: Office environment with direct member interaction. May participate in outside business sales activities. May work remotely as determined by business need and individual performance.
Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.
Physical Requirements:
  • Sight to distinguish between various denominations of coin and currency
  • Speaking and listening to interact with members and team in person, via phone, or video conference
  • Standing for up to 4 hours per day
  • Reading a computer screen and perform keyboarding tasks for up to 70% of the day
  • Occasional bending or stooping to reach lower drawers
  • Occasional lifting (25 pounds or less) may be necessary

EQUAL EMPLOYMENT OPPORTUNITY
Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Pay and Benefits
  • Position Grade: 102
  • Salary Range: minimum-$55,500, midpoint-$64,000, maximum-$72,500
  • Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
  • Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
  • Bonus Potential: Target 5% of base salary based on company and individual performance

Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.
Tech CU offers a comprehensive benefits package, including:
  • Health Coverage: Medical, dental, and vision plans
  • Income Protection: Life and disability insurance
  • Retirement: 401(k) plan with company match
  • Paid Holidays: 12 days annually
  • Paid Time Off (PTO):
    • Accrues at 5.54 hours per bi-weekly paycheck (approximately 18 days per year)
    • Increases with length of service
  • Voluntary Time Off (VTO):
    • 8 hours annually for full-time employees to support charitable organizations
  • Additional Benefits:
    • Flexible Spending Accounts
    • Employee-paid voluntary benefits
    • Leaves of absence in compliance with state and federal regulations

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