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

interface.ai

Sales Engineer

San Francisco, CA · On-site

... Phone Banking, Smart Discovery, Smart Transaction, and FLA/Orbit -- mapped precisely to each ... Company : interface.ai is an award-winning out-of-the-box Intelligent Virtual Assistant(IVA) for ...

PSG Global Solutions

Senior Business Analyst

San Francisco, CA · On-site

$109K - $140K/yr

... virtual channel within this large financial services institution is the driving creative and ... banking and e-commerce services, capabilities, and alliances. This position is part of an overall ...

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All JobsBanker JobsVirtual Banker JobsVirtual Banker Jobs in San Ramon, CA

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.

Business Central Bookkeeper (Part-Time, Remote)

LTD Global

Pleasanton, CA • On-site, Remote

$45 - $65/hr

Contractor

Re-posted 12 days ago

Job description

LTD Global is a local virtual consulting firm providing fractional accounting and operations services to small and mid-size businesses. We are onboarding a new client in the facility management franchise space whose books live entirely in Microsoft Dynamics 365 Business Central.
We are looking for a part-time bookkeeper who can hit the ground running in BC. No implementation work, no consulting project -- just solid, reliable day-to-day accounting support.
Responsibilities
  • Monthly invoicing cycle - generate and issue invoices in BC based on a billing approval spreadsheet reviewed by the client
  • AR tracking - monitor outstanding invoices, apply payments, and follow up on collections as needed
  • AP posting - enter vendor and contractor bills in BC (payment processing handled by client)
  • Payroll journal entries - post payroll reports from ADP (or equivalent) into BC
  • Bank reconciliation - monthly reconciliation in BC
  • Basic reporting - pull standard financial reports from BC as requested
Qualifications & Experience
  • Hands-on experience with Microsoft Dynamics 365 Business Central, including the ability to independently navigate and perform tasks within Accounts Receivable (AR), Accounts Payable (AP), General Ledger (GL), and Bank Reconciliation modules.
  • Strong bookkeeping and accounting fundamentals, with demonstrated experience performing day-to-day accounting functions. This role is focused on execution and transactional support rather than system implementation, configuration, or consulting.
  • Highly organized, dependable, and capable of working independently in a fully remote environment while managing priorities and meeting deadlines.
  • Strong verbal and written communication skills, with the ability to collaborate effectively with LTD Global team members and interact professionally with client stakeholders.
  • Experience supporting franchise organizations, service-based businesses, or multi-entity accounting environments is preferred.
Engagement Details
  • Onboarding phase (training & transition period): 10 hrs/week to start
  • Ongoing maintenance (once fully transitioned): 6-10 hrs/week
  • Compensation: $45-$65/hr DOE
  • Growth potential: Additional franchisees as LTD scales
  • Schedule: flexible, fully remote
  • Engagement type: independent contractor

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