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Virtual Branch Consultant Jobs (NOW HIRING)

General Electric Credit Union

Personal Teller

Cincinnati, OH · On-site

$15.25 - $19.25/hr

... consultation Collaborate with and refer members to branch team members through internal ... Perform other duties to support Virtual Branch Services as necessary Education and Experience:

PeopleShare

Branch Manager

Bolingbrook, IL · On-site

Develop presence in the market by including daily inside phone & virtual sales activity, outside ... Comfortable utilizing consultative selling techniques as well as making cold calls * Proven ...

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PeopleShare LLC

Branch Sales Manager

Bolingbrook, IL · On-site

Develop presence in the market by including daily inside phone & virtual sales activity, outside ... Comfortable utilizing consultative selling techniques as well as making cold calls * Proven ...

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Virtual Branch Consultant information

What is the role of a Virtual Branch Consultant?

A Virtual Branch Consultant provides banking services and support remotely, assisting customers with account management, transactions, and financial inquiries through digital channels. They often use communication tools like phone, chat, or video conferencing and require knowledge of banking products and customer service skills.

What are popular job titles related to Virtual Branch Consultant jobs?

For Virtual Branch Consultant jobs, the most frequently searched job titles are:

Infographic showing various Virtual Branch Consultant job openings in the United States as of September 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 34% Physical, 1% Hybrid, and 65% Remote job distribution.

Virtual Relationship Banker

Cincinnati, OH • On-site, Remote

General Electric Credit Union
Finance and Insurance • 201 - 500 employees
Learn more about General Electric Credit Unionexternal

$17.75 - $23.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 hours ago

Key responsibilities

  • Manage a book of business by conducting virtual consultative conversations to meet sales and service goals.

  • Answer inbound calls from members regarding accounts, loans, and general inquiries, and facilitate the loan application and closing processes.

  • Perform account maintenance activities, open and close deposit accounts, and review accounts for quality control.

General Electric Credit Union rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Virtual Relationship Banker
Relationship Banker- Virtual Branch (onsite)
General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities.
Essential Responsibilities:
  • Uncover members' financial goals and needs through consultative conversations
  • Advise members on GECU products and services that help achieve desired outcomes and financial goals
  • Responsible for managing a book of business that continuously meets sales and service goals through virtual consultative conversations, with current and prospective members
  • Answer inbound calls from members regarding new consumer loan accounts and new depository accounts, as well as assist members with general information and inquiries regarding existing Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs)
  • Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing
  • Facilitate member loan closings electronically through DocuSign or by scheduling an in-person loan closing at a branch location
  • Manage loan pipeline by conducting member follow-ups via email or phone and reviewing loan documentation to advance the lending process in a timely manner
  • Perform basic account maintenance activities using the required systems, processes, and procedures as necessary to advance the lending process
  • Open and close various types of depository accounts utilizing the required systems and following appropriate policies and procedures
  • Collaborate with and assist internal team members with new deposit and consumer loan accounts via internal chats and phone
  • Review accounts for quality control purposes
  • Perform other duties to support Virtual Branch Services as necessary

Education and Experience:
  • High school diploma or GED required
  • Minimum two years of customer service or call center experience required
  • Minimum one year of experience in a financial institution (FI) or related industry required
  • Basic understanding of FI products and services
  • Fundamental experience in consultative conversations
  • Working experience to analyze financial data including credit reports

Knowledge, Skills, and Abilities:
  • Proficient at written and verbal communication with ability to develop skills to explain products effectively to members
  • Ability to listen and comprehend members' financial concerns and questions
  • Basic interpersonal and emotional intelligence skills needed to deliver updates to members about loan approval or denial with the ability to develop these skills further
  • Ability to function well in a fast-paced call center environment
  • Organizational skills and attention to detail
  • Strong computer skills to quickly learn and become proficient in both Microsoft Office products and Credit Union systems

At GECU, we want to support your wellbeing by offering a wide range of benefits:
  • Health, Dental and Vision insurance
  • Life and Disability insurance options
  • Paid Time Off starts accruing once hired and take your birthday off - paid
  • 401k Retirement plan with up to a 10% match of your base gross compensation
  • Tuition reimbursement opportunities & professional development
  • Volunteer opportunities -and earn additional PTO hours!
  • On-site clinics for Vaccines and Mammograms

And many more!
Come join GECU as we are a curated culture of respect, understanding, and mutual recognition. We believe forming bonds and connecting with each other only stands to strengthen the service we provide to our members in our mission of improving the Quality of Financial lives!
General Electric Credit Union is an Equal Opportunity Employer

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