ZipRecruiter

Log In

1

Virtual Banking Jobs in Wisconsin (NOW HIRING)

CCFBank

Teller (Part-time)

Lake Hallie, WI · On-site

$17 - $19/hr

As a Teller, you will assist customers with their banking needs by processing deposits, cashing ... Refer a friend, get a virtual high-five (and maybe a bonus). * Professional Development ...

CCFBank

Teller (Part-time)

Lake Hallie, WI · On-site

$17 - $19/hr

As a Teller, you will assist customers with their banking needs by processing deposits, cashing ... Refer a friend, get a virtual high-five (and maybe a bonus). * Professional Development ...

previous pagenext page

Showing results 21-40

All JobsBanking JobsVirtual Banking JobsVirtual Banking Jobs in Wisconsin

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.

Personal Banker: Waukesha County Branches

UW Credit Union

Pewaukee, WI • On-site

$25.20/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Overview
UW Credit Union is growing and hiring a group of Personal Banker (internally known as Financial Specialists) to provide remarkable service and support to our members in the Waukesha County area. Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union! Spanish-Bilingual Candidates encouraged to apply!
Why This Job Is Right for You
You will find that onboarding and training is a top priority for UW Credit Union. The first 12-weeks of employment for our Financial Specialists are devoted to you and your learning/training.
Your role, involves understanding members' needs, offering financial education, consultative sales - making tailored recommendations to help them achieve their financial goals and dreams.
As a Personal Banker you'll experience the meaningful impact of your assistance, guiding members through pivotal financial moments such as opening their first account, securing loans, and planning for retirement. At UW Credit Union, our focus is on providing personalized solutions that truly benefit each member and making a positive difference in members' lives!
Do you have experience with consultative sales and/or recommending products and services to customers? Are you self-motived, curious, empathetic, and solutions-oriented? If yes, then this is the job for you!
This training class has a start date of September 21st.
Responsibilities
A Day in the life of a Financial Specialist
Every day will be different, but below is a snapshot of what you will do:
  • Start the day at your assigned branch location and meet with you team for a morning huddle to discuss updates and goals for the day
  • Greet members as they come into the branch and be a resource to our members
  • Meet with members to learn about their financial goals and educate them on financial products and services
  • Open up accounts, complete loan applications, answer member questions, and handle transactions
  • Join the weekly 8:00 a.m. team meeting to learn about team updates, branch news, and new products
  • Understand all credit union products and services through training and self-guided learning tools
  • Call members to check-in and follow-up on new account activity
  • Partner with team members to meet the goals for product sales and referrals
  • Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists
  • Handle escalations to effectively address critical member needs and concerns

Qualifications
These skills and experiences are essential to your success:
  • 3+ years of customer service and/or consultative sales experience
  • Demonstrated analytical, accuracy and problem-solving skills
  • Ability to learn a wide range of knowledge and continue to learn and develop your skill-set in a robust feedback environment
  • Strong verbal and written interpersonal communication skills
  • Ability to develop and maintain positive relationships and provide top-notch service
  • Demonstrated experience being flexible, adaptable, coachable, and collaborative in an autonomous and constantly changing work environment
  • Natural skill-set to lead and influence others
  • Proficiency with personal computer and office software
  • Must obtain and maintain Notary Public certification in accordance with state requirements

These attributes and knowledge are desired but not required:
  • 1-2 years of experience working in a financial institution or in a retail leadership role
  • Knowledge of new accounts, savings instruments, and consumer lending
  • Consultative sales experience

This training class is anticipated to begin September 21st:
  • Virtual, classroom and branch training for the first 12-weeks of employment
  • On the job training at a greater Milwaukee area branch location that will be determined by your start date
  • 3 hours a week dedicated to studying to pass the Credit Life Credit Disability (CLCD) Exam
  • Continuous learning and development opportunities including but not limited to transparent dialogs, resources, tools, and technical learning modules

Working at UW Credit Union
Why work for UW Credit Union?
Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive:
  • 21.5+ days annual paid time off
  • $1.25 Spanish-Bilingual premium
  • 2 weeks paid caregiver leave
  • 2.5 weeks paid new child parental leave
  • 2 days paid volunteer time
  • 11 paid holidays (includes your birthday!)
  • 401k company match of up to 5%, plus approximately 4% discretionary match
  • Variable bonus reward
  • Competitive Medical, Dental and Vision plans, including domestic partner eligibility
  • Employee Assistance Program

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.

Apply