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Virtual Financial Data Analyst Jobs in Florida (NOW HIRING)

Collabera LLC

Data Analyst

Orlando, FL · On-site

$20 - $22/hr

... virtual communication tools, and ensuring seamless project delivery. * Assist in the planning and ... Experience preferred within one of our primary areas: financial services, retail banking, controls ...

New

InstantServe LLC

Data Analyst

Tallahassee, FL · On-site

: Data Analyst Location: Tallahassee, FL 32399 Position Overview:- We are seeking an Entry-Level Web ... Financial or budgeting systems exposure * Business Intelligence (BI) concepts * System ...

Citigroup Inc.

ICM CCR Data Analyst - AVP

Tampa, FL · On-site

$87.28 - $130.92/hr

Identifies data patterns & trends, and provides insights to enhance business decision making ... Experience with a prior focus in financial services analytics * Solid organizational skills and ...

Prescient Edge

Mid Threat Finance Analyst

Tampa, FL · On-site

... virtual currencies in conjunction with the global financial system. * Broad familiarity with various analytical tools and databases to conduct data mining, social network analysis, and other ...

IntelliPro Group Inc.

Financial Analyst

Tampa, FL · On-site

$36.32/hr

Financial Analyst Duration: 6 Months + (Possible Extension) Location: Tampa, FL (Hybrid/Onsite) Pay ... This role is critical in maintaining financial data integrity, supporting reporting infrastructure ...

IntelliPro Group Inc.

Financial Analyst

Tampa, FL · On-site

Financial Analyst Duration: 6 Months + (Possible Extension) Location: Tampa, FL (Hybrid/Onsite) Pay ... This role is critical in maintaining financial data integrity, supporting reporting infrastructure ...

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All JobsFinancial Data Analyst JobsVirtual Financial Data Analyst JobsVirtual Financial Data Analyst Jobs in Florida

Virtual Financial Data Analyst information

What is the difference between Virtual Financial Data Analyst vs Virtual Financial Analyst?

AspectVirtual Financial Data AnalystVirtual Financial Analyst
CredentialsTypically requires a degree in finance, accounting, or data analysis; certifications like CFA or CPA are commonUsually holds a degree in finance or related field; certifications like CFA are advantageous but not mandatory
Work EnvironmentFocuses on analyzing financial data, creating reports, and data modeling remotelyInvolves financial planning, investment analysis, and advising, often with data analysis components remotely
Employer & Industry UsageUsed by finance firms, investment companies, and corporations for data-driven decision makingEmployed by banks, investment firms, and corporate finance departments for financial strategy and analysis

While both roles involve finance and data skills, the Virtual Financial Data Analyst primarily focuses on analyzing and interpreting financial data, whereas the Virtual Financial Analyst often combines data analysis with financial planning and advising. The roles overlap in skills and work environment but differ in core responsibilities.

What are the most commonly searched types of Financial Data Analyst jobs in Florida? The most popular types of Financial Data Analyst jobs in Florida are:
What are popular job titles related to Virtual Financial Data Analyst jobs in Florida? For Virtual Financial Data Analyst jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Data Analyst jobs in Florida look for? The top searched job categories for Virtual Financial Data Analyst jobs in Florida are:
What cities in Florida are hiring for Virtual Financial Data Analyst jobs? Cities in Florida with the most Virtual Financial Data Analyst job openings:
Virtual Financial Data Analyst jobs near you
Infographic showing various Virtual Financial Data Analyst job openings in Florida as of June 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

(In-House) Virtual Financial Center Specialist

First Federal Bank

Jacksonville, FL • On-site, Remote

$15.75 - $20.75/hr

Full-time

Medical, Life, Retirement, PTO

Posted 15 days ago

Job description

At First Federal Bank, our core values speak to the heart of our organization and are the essence of our company's identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future.
Offering a dynamic benefit package that includes but is not limited to:
  • Four Medical Plan Offerings to choose from
  • Employer HSA Contributions (Coverage/Plan exclusions)
  • Employer Provided Life Insurance Policy
  • Annual Health Incentive
  • Annual Wellness Reimbursement
  • Tuition Reimbursement program
  • Generous Match 401k Retirement Plan
  • Paid Sick Leave
  • Paid Vacation Leave
  • 11 Paid Holidays Based on the Federal Reserve Calendar

If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity.
Job Purpose:
The Virtual Financial Center Specialist serves as the primary point of contact for customers through digital channels, including phone, video conferencing, chat, and email. This role provides exceptional customer service by identifying customer financial needs, offering appropriate banking products and services, resolving account inquiries, and building long-term customer relationships. The specialist supports customers with everyday banking transactions while promoting financial wellness and achieving individual and team performance goals.
Essential Functions and Responsibilities:
  • Deliver exceptional customer service through virtual channels including phone, video, chat, and secure messaging.
  • Build strong customer relationships by understanding financial goals and recommending appropriate products and services.
  • Assist customers with opening and maintaining deposit accounts, loans, credit cards, and digital banking services.
  • Process customer transactions accurately and efficiently while adhering to bank policies and procedures.
  • Educate customers on online banking, mobile banking, remote deposit capture, and other digital financial tools.
  • Identify opportunities to cross-sell and refer customers to mortgage, investment, insurance, and business banking specialists when appropriate.
  • Resolve customer issues, complaints, and account inquiries in a timely and professional manner.
  • Verify customer identities and ensure compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Know Your Customer (KYC), and other regulatory requirements.
  • Maintain confidentiality of customer information and safeguard sensitive financial data.
  • Meet or exceed sales, service quality, productivity, and customer satisfaction goals.
  • Maintain accurate documentation of customer interactions and account activity.
  • Stay current on banking products, services, regulations, and technology enhancements.
  • Participate in ongoing training and professional development.
  • Perform other duties as assigned.
  • Provides the best service to our customers with innovative and creative solutions.

Qualifications and Requirements:
Education and Experience
Required
  • High school diploma or GED.
  • Minimum of 1-3 years of customer service experience, preferably in banking, financial services, or a call center environment.

Preferred
  • Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field.
  • Experience opening consumer deposit accounts and consumer lending products.
  • Experience working in a virtual or remote customer service environment.
  • Knowledge of retail banking products and financial services.

Knowledge
  • Retail banking products and services.
  • Consumer lending principles.
  • Banking regulations including BSA, AML, KYC, and privacy requirements.
  • Digital banking platforms and financial technology.
  • Customer relationship management (CRM) systems.
  • Sales and service best practices.

Skills
  • Outstanding verbal and written communication.
  • Active listening and problem-solving.
  • Customer relationship management.
  • Proven sales and consultative selling techniques.
  • Time management and organizational skills.
  • Self-motivated and organized
  • Conflict resolution and de-escalation.
  • Strong attention to detail.
  • Computer proficiency to include Microsoft Office and banking software.
  • Ability to navigate multiple systems simultaneously.
  • Action oriented with positive and innovative attitude

Abilities
  • Build trust and rapport with customers in a virtual environment.
  • Analyze customer needs and recommend appropriate financial solutions.
  • Work independently with minimal supervision.
  • Prioritize multiple tasks in a fast-paced environment.
  • Embrace and adapt quickly to changing technology and business priorities.
  • Maintain professionalism while handling confidential information.
  • Achieve individual and team performance goals.
  • Collaborate effectively with cross-functional teams.
  • Ability to think critically and provide solutions
  • Ability to communicate clearly by phone and video conferencing

Physical and Work Requirements
  • Ability to remain seated for extended periods while working at a computer.
  • Frequent use of a computer, keyboard, mouse, and telephone headset.
  • Visual ability to read computer screens and review electronic documents.
  • Manual dexterity sufficient to operate standard office equipment.
  • Ability to work in a fast-paced/high stressed virtual contact center environment.
  • May require evening, weekend, or holiday availability based on business needs.
  • Occasional travel for meetings or training may be required.
  • Extended hours sitting and performing computer tasks may be required.
  • Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank.

Bilingual candidates encouraged to apply.
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