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Virtual Banking Jobs in Wisconsin (NOW HIRING)

Associated Bank

Virtual Financial Advisor

Green Bay, WI · On-site +1

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 ...

Associatedbank

Virtual Financial Advisor

Green Bay, 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 ...

6AM City, LLC

WI · On-site

$250 - $275/hr

... Institutional Banking team. The overall objective of this role is to generate high-quality ... Prepare virtual data rooms based on data supplied by clients * Market assets to potential buyers by ...

New

Park Bank

At Your Service Representative

Madison, WI · On-site

$16 - $22/hr

Assisting in the testing of the Bank's Business Continuity Plans * Operate a virtual cash drawer to efficiently and accurately process transactions while maintaining an accurate cash balance and ...

Park Bank

At Your Service Representative

Madison, WI · On-site

$16 - $22/hr

Assisting in the testing of the Bank's Business Continuity Plans * Operate a virtual cash drawer to efficiently and accurately process transactions while maintaining an accurate cash balance and ...

The Park Bank

At Your Service Representative

Madison, WI

$16 - $22/hr

Assisting in the testing of the Bank's Business Continuity Plans * Operate a virtual cash drawer to efficiently and accurately process transactions while maintaining an accurate cash balance and ...

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 Banking information

What is the difference between Virtual Banking vs Customer Service Representative?

AspectVirtual BankingCustomer Service Representative
CredentialsBanking certifications, financial knowledgeCustomer service skills, sometimes banking knowledge
Work EnvironmentRemote, online platformsCall centers, in-person or remote
Industry UsageBanking, financial servicesBanking, retail, service industries
Primary FocusManaging online banking services, financial transactionsAssisting customers with inquiries, resolving issues

Virtual Banking professionals focus on managing online banking platforms and financial transactions, often requiring banking certifications. Customer Service Representatives handle customer inquiries and support, sometimes within banking but also in other industries. While both roles involve customer interaction, Virtual Banking emphasizes financial expertise and remote digital services, whereas Customer Service Representatives may work in various settings assisting with general customer needs.

How does a virtual banking professional typically collaborate with clients and internal teams?

As a Virtual Banking professional, you will regularly interact with clients through digital channels such as chat, email, and video calls to address their banking needs, resolve issues, and help them navigate online services. Collaboration with internal teams—including IT, compliance, and product management—is essential to ensure that customer concerns are addressed efficiently and that digital banking platforms are secure and user-friendly. You’ll play a key role in gathering feedback from clients and relaying it to the appropriate teams to drive improvements. This role requires adaptability, strong communication skills, and a customer-centric mindset to succeed in a fast-evolving digital environment.

What is virtual banking?

Virtual banking refers to financial services provided primarily or exclusively online, without the need for customers to visit physical bank branches. Virtual banks offer a range of services, such as opening accounts, transferring funds, paying bills, and applying for loans, all through digital platforms like mobile apps and websites. This model often provides greater convenience and sometimes lower fees compared to traditional banking, as overhead costs are reduced. Security and customer support are typically managed through secure online channels and call centers.

What are the key skills and qualifications needed to thrive as a virtual banking specialist?

To thrive as a Virtual Banking Specialist, you need a solid understanding of banking products, financial regulations, and customer service, often supported by a finance-related degree or relevant experience. Familiarity with digital banking platforms, CRM software, and secure communication tools is typically required. Strong soft skills like active listening, problem-solving, and clear remote communication help build client trust and resolve issues efficiently. These skills ensure effective online service delivery, compliance, and customer satisfaction in a technology-driven financial environment.

How does virtual banking work?

Virtual banking involves managing financial transactions and accounts through online platforms or mobile apps without visiting physical branches. Bank employees or specialists may assist customers remotely via chat, phone, or video calls, and skills in digital tools and cybersecurity are often important for this role.

Can I work remotely for a virtual banking job?

Virtual banking jobs often offer remote work options, allowing employees to perform tasks such as customer service, account management, and financial analysis from home. Employers typically require familiarity with online banking platforms, strong communication skills, and sometimes specific certifications, with remote work arrangements varying by company policies and role requirements.
What are the most commonly searched types of Banking jobs in Wisconsin? The most popular types of Banking jobs in Wisconsin are:
What are popular job titles related to Virtual Banking jobs in Wisconsin? For Virtual Banking jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Virtual Banking jobs in Wisconsin look for? The top searched job categories for Virtual Banking jobs in Wisconsin are:
What cities in Wisconsin are hiring for Virtual Banking jobs? Cities in Wisconsin with the most Virtual Banking job openings:
Virtual Banking jobs near you
Infographic showing various Virtual Banking job openings in Wisconsin as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 45% Physical, 3% Hybrid, and 52% Remote job distribution.

Virtual Financial Advisor

Associated Bank

Green Bay, WI • On-site, Remote

Full-time

Retirement, PTO

Re-posted 2 hours ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

66th of 170 rated banks

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-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and 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 on Facebook, LinkedIn and X.
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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
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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