In person, email, voicemail, Virtual Meeting, etc.). 8. Responsible for accurate reporting of sales ... bank's Working Capital solutions 4. Must have or obtain Certified Treasury Professional (CTP ...
In person, email, voicemail, Virtual Meeting, etc.). 8. Responsible for accurate reporting of sales ... bank's Working Capital solutions 4. Must have or obtain Certified Treasury Professional (CTP ...
Financial Analyst
Houston, TX · On-site
Conduct due diligence flows to lenders consultants, bankers, lawyers, technical teams. * Work ... Establish and review of virtual data rooms * Creation of debt and/or equity offering memos
Financial Analyst
Houston, TX · On-site
Conduct due diligence flows to lenders consultants, bankers, lawyers, technical teams. * Work ... Establish and review of virtual data rooms * Creation of debt and/or equity offering memos
RVP, External Wholesaler - South Texas
Houston, TX · On-site
$300K/yr
... with virtual technology. * Manage expenses in a timely manner and adhere to company policies for ... Strong relationships with key bank and independent broker-dealer advisors and firms in the defined ...
RVP, External Wholesaler - South Texas
Houston, TX · On-site
$300K/yr
... with virtual technology. * Manage expenses in a timely manner and adhere to company policies for ... Strong relationships with key bank and independent broker-dealer advisors and firms in the defined ...
... coordinating bank partners, setting clear action plans, and driving issues to closure ... Flexibility with working hours and ability to utilize virtual connectivity tools (VDI, mobile ...
... coordinating bank partners, setting clear action plans, and driving issues to closure ... Flexibility with working hours and ability to utilize virtual connectivity tools (VDI, mobile ...
... coordinating bank partners, setting clear action plans, and driving issues to closure ... Flexibility with working hours and ability to utilize virtual connectivity tools (VDI, mobile ...
... coordinating bank partners, setting clear action plans, and driving issues to closure ... Flexibility with working hours and ability to utilize virtual connectivity tools (VDI, mobile ...
Morgan's Commercial & Investment Bank, you will independently evaluate, approve, and actively ... Lead and document due diligence on clients, servicers, and assets through virtual and onsite ...
Morgan's Commercial & Investment Bank, you will independently evaluate, approve, and actively ... Lead and document due diligence on clients, servicers, and assets through virtual and onsite ...
Comply with SOP methods in regard to guest checks and server banking procedures. Stock and rotate ... Complete all required online and virtual training modules. Since 1958, IHOP ® has been the place ...
Quick apply
Comply with SOP methods in regard to guest checks and server banking procedures. Stock and rotate ... Complete all required online and virtual training modules. Since 1958, IHOP ® has been the place ...
Host
Tomball, TX · On-site
Comply with SOP methods in regard to guest checks and server banking procedures. Stock and rotate ... Complete all required online and virtual training modules. Since 1958, IHOP ® has been the place ...
Quick apply
Host
Tomball, TX · On-site
Comply with SOP methods in regard to guest checks and server banking procedures. Stock and rotate ... Complete all required online and virtual training modules. Since 1958, IHOP ® has been the place ...
Host
Houston, TX · On-site
Comply with SOP methods in regard to guest checks and server banking procedures. Stock and rotate ... Complete all required online and virtual training modules. Since 1958, IHOP ® has been the place ...
Quick apply
Host
Houston, TX · On-site
Comply with SOP methods in regard to guest checks and server banking procedures. Stock and rotate ... Complete all required online and virtual training modules. Since 1958, IHOP ® has been the place ...
ITM Teller
$15.25 - $19/hr
Virtual Retail Center Reports To : Supervisor, Virtual Retail Employment Status: Full Time ... Minimum of 1 year of experience in a bank teller, Teller Supervisor, performing cash handling and ...
ITM Teller
$15.25 - $19/hr
Virtual Retail Center Reports To : Supervisor, Virtual Retail Employment Status: Full Time ... Minimum of 1 year of experience in a bank teller, Teller Supervisor, performing cash handling and ...
Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest ... Additional ServiceNow certifications (CAD, CIS, or CSDM / CMDB) Experience with Virtual Agent, AI ...
Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest ... Additional ServiceNow certifications (CAD, CIS, or CSDM / CMDB) Experience with Virtual Agent, AI ...
Credit Union Call Center Rep
$15.25 - $19/hr
Cross-sell Virtual Branch and bill pay services and assist customers in setting up Virtual Branch ... Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy ...
Credit Union Call Center Rep
$15.25 - $19/hr
Cross-sell Virtual Branch and bill pay services and assist customers in setting up Virtual Branch ... Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy ...
Corporate AI Facilitator
Houston, TX · On-site
$120K - $162K/yr
Tailor training to role types (e.g., banking, operations, HR, finance) to maximize relevance and adoption. Facilitation & Enablement * Deliver live in-person and virtual training sessions to global ...
Corporate AI Facilitator
Houston, TX · On-site
$120K - $162K/yr
Tailor training to role types (e.g., banking, operations, HR, finance) to maximize relevance and adoption. Facilitation & Enablement * Deliver live in-person and virtual training sessions to global ...
... banking treasury services, and a comprehensive understanding of both functional and technical ... virtual environments. * Strong project management capabilities with the ability to drive ...
... banking treasury services, and a comprehensive understanding of both functional and technical ... virtual environments. * Strong project management capabilities with the ability to drive ...
Free Unlimited Telemedicine and Virtual Mental Health Programs * Low-Cost Health Insurance, Dental ... Prior cash handling and bank deposit experience * Ability to multi-task and lead teams in a fast ...
Quick apply
Free Unlimited Telemedicine and Virtual Mental Health Programs * Low-Cost Health Insurance, Dental ... Prior cash handling and bank deposit experience * Ability to multi-task and lead teams in a fast ...
Systems Administrator II
Baytown, TX · On-site
$83K - $103K/yr
Maintenance and configuration of Microsoft 365, software images, and Citrix Virtual Apps. Basic and ... Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC ...
Quick apply
Systems Administrator II
Baytown, TX · On-site
$83K - $103K/yr
Maintenance and configuration of Microsoft 365, software images, and Citrix Virtual Apps. Basic and ... Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC ...
Store Leader Houston Galleria
Houston, TX · On-site
$17.25 - $23.75/hr
... virtual appointments, ship-from-store, BOPIS). * Empower the team to resolve customer issues ... Oversee all operational procedures, including opening/closing routines, cash handling, bank ...
Store Leader Houston Galleria
Houston, TX · On-site
$17.25 - $23.75/hr
... virtual appointments, ship-from-store, BOPIS). * Empower the team to resolve customer issues ... Oversee all operational procedures, including opening/closing routines, cash handling, bank ...
Store Leader Houston Galleria
$17.25 - $23.75/hr
... virtual appointments, ship-from-store, BOPIS). * Empower the team to resolve customer issues ... Oversee all operational procedures, including opening/closing routines, cash handling, bank ...
Store Leader Houston Galleria
$17.25 - $23.75/hr
... virtual appointments, ship-from-store, BOPIS). * Empower the team to resolve customer issues ... Oversee all operational procedures, including opening/closing routines, cash handling, bank ...
Supervisor I
Houston, TX · On-site
Perform and supervise opening/closing procedures: cash handling, bank deposits, register operations ... Drive omni-channel and virtual selling initiatives, including live-stream shopping. * Promote brand ...
Supervisor I
Houston, TX · On-site
Perform and supervise opening/closing procedures: cash handling, bank deposits, register operations ... Drive omni-channel and virtual selling initiatives, including live-stream shopping. * Promote brand ...
Product Owner III
Houston, TX · On-site +1
... banking / financial services is required - Commercial Credit Card experience is preferred, such as Purchasing Card, T&E Card, Virtual Card - Experience working within a Technology line of business ...
Product Owner III
Houston, TX · On-site +1
... banking / financial services is required - Commercial Credit Card experience is preferred, such as Purchasing Card, T&E Card, Virtual Card - Experience working within a Technology line of business ...
Virtual Banker information
See Spring, TX salary details
$11.98 - $13.15
2% of jobs
$13.15 - $14.31
6% of jobs
$14.31 - $15.48
5% of jobs
$15.48 - $16.65
9% of jobs
$16.74 is the 25th percentile. Wages below this are outliers.
$16.65 - $17.81
23% of jobs
The median wage is $18.04 / hr.
$17.81 - $18.98
19% of jobs
$19.81 is the 75th percentile. Wages above this are outliers.
$18.98 - $20.15
14% of jobs
$20.15 - $21.31
4% of jobs
$21.31 - $22.48
5% of jobs
$22.48 - $23.65
6% of jobs
$23.65 - $24.81
5% of jobs
$11
$18
$24
How much do virtual banker jobs pay per hour?
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 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 6 days ago
Truist rating
8.3
Based on 109 frontline employees who took The Breakroom Quiz
34th of 141 rated banks
Job description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
3. Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or an equivalent combination of education and related work experience
2. 5 years of sales experience of financial or treasury products and/or services
3. Maintains deep understanding of bank's Working Capital solutions
4. Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
Preferred Qualifications:
1. 7+ years of sales experience of financial or treasury products and/or services
2. CFA Designation
3. Maintains up to date knowledge of Treasury Trends & Best Practices
4. Expected to be subject area experts in one (or more) specific skill sets, business areas or products
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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About Truist
Sourced by ZipRecruiter
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
2019