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Virtual Relationship Banker Jobs (NOW HIRING)

SECU Credit Union

Virtual Relationship Banker

Linthicum, MD · On-site +1

$24.62 - $39.42/hr

As a Relationship Banker, you embrace SECU's brand and deliver financial education to our members and communities. Your day may start with consulting with members about their banking needs, reviewing ...

SECU

Virtual Relationship Banker

Linthicum Heights, MD

$24.62 - $39.42/hr

As a Relationship Banker, you embrace SECU's brand and deliver financial education to our members and communities. Your day may start with consulting with members about their banking needs, reviewing ...

Peoples Bank

Digital Relationship Banker

Merrillville, IN · On-site

$22.36 - $26.25/hr

Conduct consultative virtual financial conversations to uncover customer needs, align solutions with financial goals, and deepen primary banking relationships. * Champion digital adoption by ...

Technology Credit Union

Relationship Banker

Milpitas, CA · On-site

$21 - $27.75/hr

In addition, the Relationship Banker is responsible for developing direct sales growth for ... person or through Virtual Branch, identifying opportunities to deepen member relationships.

Peoples Bank

Digital Relationship Banker

Merrillville, IN · On-site

$22.36 - $26.25/hr

Conduct consultative virtual financial conversations to uncover customer needs, align solutions with financial goals, and deepen primary banking relationships. * Champion digital adoption by ...

Technology Credit Union

Relationship Banker

San Jose, CA · On-site

$22 - $28.75/hr

The Relationship Banker assists members with a full range of financial products and services in a ... person or through Virtual Branch, identifying opportunities to deepen member relationships.

Technology Credit Union

Relationship Banker

San Jose, CA · On-site

$22 - $28.75/hr

In addition, the Relationship Banker is responsible for developing direct sales growth for ... person or through Virtual Branch, identifying opportunities to deepen member relationships.

Technology Credit Union

Relationship Banker

San Jose, CA · On-site

$22 - $28.75/hr

In addition, the Relationship Banker is responsible for developing direct sales growth for ... through Virtual Branch, identifying opportunities to deepen member relationships. Proactively ...

Technology Credit Union

Relationship Banker

Milpitas, CA · On-site

$21 - $27.75/hr

The Relationship Banker assists members with a full range of financial products and services in a ... person or through Virtual Branch, identifying opportunities to deepen member relationships.

Technology Credit Union

Relationship Banker

San Jose, CA

$22 - $28.75/hr

The Relationship Banker assists members with a full range of financial products and services in a ... Virtual Branch, identifying opportunities to deepen member relationships. • Proactively ...

Technology Credit Union

Relationship Banker

San Jose, CA · On-site

$22 - $28.75/hr

In addition, the Relationship Banker is responsible for developing direct sales growth for ... Virtual Branch, identifying opportunities to deepen member relationships. • Proactively ...

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How much do virtual relationship banker jobs pay per hour?

As of Jul 8, 2026, the average hourly pay for virtual relationship banker in the United States is $20.75, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $23.32 per hour, depending on experience, location, and employer.

What is virtual relationship banking?

Virtual relationship banking is a service model where bank representatives build and maintain client relationships remotely through digital channels such as video calls, chat, and email. For a Virtual Relationship Banker, strong communication skills and familiarity with banking software are essential to provide personalized financial advice and support online.

Can I be a relationship banker with no experience?

Virtual Relationship Bankers typically require some customer service or banking knowledge, but entry-level positions may be available for candidates with strong communication skills and a willingness to learn. Prior experience is not always mandatory, as training is often provided, but having related skills can improve your chances of being hired. Certifications or familiarity with banking software can also be beneficial.

What does a Virtual Relationship Banker do?

A Virtual Relationship Banker assists clients with their banking needs through digital channels such as phone, email, or video calls. They help customers manage accounts, process transactions, offer financial advice, and resolve issues remotely. This role combines customer service skills with knowledge of banking products to build strong client relationships without in-person interactions. Virtual Relationship Bankers often use secure technology platforms to provide a convenient and personalized banking experience.

What does a virtual banker do?

A virtual relationship banker provides banking services remotely through digital channels, such as phone, chat, or video calls. They assist customers with account management, financial advice, and product inquiries, often using banking software and communication tools. This role requires strong communication skills and knowledge of banking products and procedures.

What are the key skills and qualifications needed to thrive as a Virtual Relationship Banker, and why are they important?

To excel as a Virtual Relationship Banker, you need strong financial acumen, customer service expertise, and typically a bachelor's degree in finance or related field. Familiarity with CRM software, digital banking platforms, and secure communication tools is essential. Excellent verbal communication, active listening, and problem-solving skills help build trust and rapport with clients remotely. These abilities are crucial for delivering personalized financial solutions and maintaining client satisfaction in a virtual environment.

How does a Virtual Relationship Banker typically collaborate with other departments to support clients?

As a Virtual Relationship Banker, you’ll frequently work with colleagues across departments such as loan processing, fraud prevention, and wealth management to address clients’ diverse financial needs. Clear communication and prompt coordination are essential, especially when resolving complex issues or referring clients for specialized services. Most teams use digital platforms and regular virtual meetings to maintain seamless collaboration, ensuring clients receive comprehensive and timely support. This cross-functional teamwork not only strengthens client relationships but also broadens your exposure to various banking functions.

How can I make 2000 a week working from home?

A Virtual Relationship Banker can potentially earn $2,000 a week by providing high-volume customer service, sales, or financial advisory services remotely, often through commission or performance-based pay. Achieving this income level typically requires strong communication skills, relevant certifications, and experience in banking or finance, along with a flexible schedule and proficiency with digital communication tools.

What is the difference between Virtual Relationship Banker vs Virtual Personal Banker?

AspectVirtual Relationship BankerVirtual Personal Banker
CredentialsBanking certifications, financial licensesBanking certifications, financial licenses
Work EnvironmentRemote, client-focused, digital platformsRemote, client-focused, digital platforms
Employer & IndustryBanks, financial institutionsBanks, financial institutions
Search & Comparison IntentCustomer relationship management, financial advisingCustomer service, banking support

Both Virtual Relationship Bankers and Virtual Personal Bankers work remotely within banking institutions, focusing on client interactions. The main difference lies in their roles: Virtual Relationship Bankers typically handle broader relationship management and financial advising, while Virtual Personal Bankers focus on day-to-day banking support and customer service. Understanding these distinctions helps job seekers identify the right role based on their skills and career goals.

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Virtual Relationship Banker jobs near you
Virtual Relationship Banker

Virtual Relationship Banker

General Electric Credit Union

Cincinnati, OH • On-site, Remote

$17.75 - $23.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

General Electric Credit Union rating

8.5

Company rating: 8.5 out of 10

Based on 9 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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