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Virtual Banking Jobs in Appleton, WI (NOW HIRING)

Associatedbank

Virtual Financial Advisor

Neenah, 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 ...

Associatedbank

Virtual Financial Advisor

Appleton, WI · On-site

$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 ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

... bank-feeds and integrations. Troubleshoot issues and provide guidance to staff and clients * Client interaction including phone calls, emails, and some face-to-face or virtual meetings * Research and ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

... bank-feeds and integrations. Troubleshoot issues and provide guidance to staff and clients * Client interaction including phone calls, emails, and some face-to-face or virtual meetings * Research and ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

... bank-feeds and integrations. Troubleshoot issues and provide guidance to staff and clients * Client interaction including phone calls, emails, and some face-to-face or virtual meetings * Research and ...

Ascension

Neurologist

Appleton, WI · On-site

$312K - $390K/yr

... virtual appointment options * Opportunity to develop a sub-specialty focus alongside a broad ... Ascension will never ask for payment or to provide banking or financial information as part of the ...

All JobsBanking JobsVirtual Banking JobsVirtual Banking Jobs in Appleton, WI

Virtual Banking information

See Appleton, WI salary details

$11

$23

$33

How much do virtual banking jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for virtual banking in Appleton, WI is $23.81, according to ZipRecruiter salary data. Most workers in this role earn between $19.95 and $26.73 per hour, depending on experience, location, and employer.

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 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 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.

Can you 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 advising from home. These roles typically require strong communication skills, familiarity with banking software, and sometimes specific certifications, with many companies providing the necessary tools for remote access.

Do virtual banking work from home?

Virtual banking jobs often allow employees to work from home, especially roles in customer service, account management, or technical support. These positions typically require a reliable internet connection, relevant skills, and sometimes specific certifications, with many companies offering remote work options as part of their employment structure.

How does virtual banking work?

Virtual banking involves managing financial transactions and accounts through online platforms or mobile apps without visiting a physical branch. Virtual banking professionals typically use digital tools, customer service skills, and security protocols to assist clients and process transactions remotely.

What are the most commonly searched types of Banking jobs in Appleton, WI?

The most popular types of Banking jobs in Appleton, WI are:

What are popular job titles related to Virtual Banking jobs in Appleton, WI?

For Virtual Banking jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Virtual Banking jobs in Appleton, WI look for?

The top searched job categories for Virtual Banking jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Virtual Banking jobs?

Cities near Appleton, WI with the most Virtual Banking job openings:

Virtual Banking jobs near you
Infographic showing various Virtual Banking job openings in Appleton, WI as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 46% Physical, 2% Hybrid, and 52% Remote job distribution, with an average salary of $49,517 per year, or $23.8 per hour.

Virtual Financial Advisor

Associatedbank

Neenah, WI

$21.64 - $37.09/hr

Full-time

Retirement, PTO

Posted 15 days ago

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-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand 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 onFacebook,LinkedInandX.

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 contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.


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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