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Virtual Relationship Banker Jobs in Florida (NOW HIRING)

Deutsche Bank

Relationship Coordinator

Miami, FL · Hybrid

$75K - $100K/yr

You will act independently as a liaison between clients, bankers, and operations staff, responding ... Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization

Deutsche Bank

Relationship Coordinator

Miami, FL · On-site

$75K - $100K/yr

You will act independently as a liaison between clients, bankers, and operations staff, responding ... Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization

Huntington

Private Bank Wealth Advisor II

Tampa, FL · On-site

$90 - $150/hr

Duties and Responsibilities Builds relationships with existing and new clients and coordinates the ... virtual backgrounds. EEOC Disclaimer Know Your Rights CA Data Privacy CA Data Privacy Rights ...

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All JobsRelationship Banker JobsVirtual Relationship Banker JobsVirtual Relationship Banker Jobs in Florida

Virtual Relationship Banker information

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 are the key skills and qualifications needed to thrive as a virtual relationship banker?

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.

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.

Can I be a virtual relationship banker with no experience?

Virtual relationship banker roles typically require some customer service or banking knowledge, but many employers offer training for candidates with no prior experience. Strong communication skills and familiarity with digital tools can help you qualify for entry-level positions. Certifications in banking or finance are not always required but can enhance your prospects.

What is a virtual relationship banker?

A virtual relationship banker is a banking professional who provides customer service and financial advice remotely, often through digital channels such as phone, email, or video calls. They assist clients with banking needs, account management, and financial products without in-person interaction, requiring strong communication skills and familiarity with banking software.

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 without in-person interactions.

What are the most commonly searched types of Relationship Banker jobs in Florida?

The most popular types of Relationship Banker jobs in Florida are:

What are popular job titles related to Virtual Relationship Banker jobs in Florida?

For Virtual Relationship Banker jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Virtual Relationship Banker jobs in Florida look for?

The top searched job categories for Virtual Relationship Banker jobs in Florida are:

What cities in Florida are hiring for Virtual Relationship Banker jobs?

Cities in Florida with the most Virtual Relationship Banker job openings:

Virtual Relationship Banker jobs near you
Infographic showing various Virtual Relationship Banker job openings in Florida as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 71% Physical, 2% Hybrid, and 27% Remote job distribution.

UHNW Financial Advisor - #1 Wealth Management Firm - Virtual -

Cube Management

Orlando, FL • Remote

$400K - $500K/yr

Full-time

Retirement

Re-posted 21 days ago

Job description

UHNW Financial Advisor – #1  Wealth Management Firm - Virtual - 27739476
Our client is the world's largest Wealth Manager, ranked #1 in Client Satisfaction and making incredible Offers to join them Right Now! They are looking for UHNW Wealth Management Owners, VP's, Managing Directors and Financial Advisors in California, Florida, Massachusetts, Texas and every Major City in the US!

If you are a Wealth Management VP, Managing Director, Director, Senior Investment Advisor, Wealth Management Advisor, Financial Consultant, Private Wealth Advisor, Team Banker for Ultra High Net Worth, Private Client Advisor, VP Wealth Management Banker, Relationship Banker, etc. with (7-30) years of experience, (5) years in current role, a Book of Business of $100M+ and Trailing-12 Months Production from $1M-$10M+ or more, our Client wants to make you an Offer!
We are not asking any Advisor, Managing Director, VP, Owner or Team to interview!  This is a Competitive Sign-On Bonus and Annual Earnings Package Opportunity! Compare Our Client's Offer with Your Current Career Path and get back to us ASAP!
Again, If you are a Financial Advisor, Private Banking Advisor, Owner, VP or Managing Director, with (7-30) years of experience, a Book of Business of $100M+, T-12 Months Production from $1M-$10M+ or more, we want to make you an Offer!
Our client offers a Sign-On Bonus from $1M-$5M+ or Higher (Based on T-12), Base Salary from $400K-$500K+ (Based on T-12), Total Earnings from $750K-$1M+ (No Cap) and They Buy Your Book @ Retirement. This Offer can be extended to You alone or You & Your Team, with each Financial Advisor getting a Sign-On Bonus Check + Base Salary (based on T-12)!
Our client has multiple, immediate Owner, VP, Managing Director & Financial Advisor "offerings" in California, Florida, Mass., Texas and all Major Cities in the US!
Our client prefers Advisors, VP's, Managing Directors, Owners, etc. from Wealth Management companies like Morgan Stanley, Merrill Lynch, Bernstein, Raymond James, Fidelity, Northwestern Mutual, Goldman Sachs, JP Morgan Chase, VP's @ Banks of Wells Fargo, BNY Mellon, Citi, Republic Bank, Truist Financial or Regional Banks of PNC and Fifth Third, etc..
Here’s Why You’ll Love These Opportunities:

  • Strong $250K-$500K+ Base Salary, $1M-$5M+ Sign-On Bonus (Both based on T-12) + They Buy Book @ Retirement!
  • Our client will move Your Book of Business, which you still own, with NO hurdles on your end and assume 100% of the Risk!
  • If Your Advisory Team is Brought Over, Each Financial Advisor will Receive a Sign-On Bonus & Base Salary (per T-12)!
  • You'll also get some of the Highest Commission Rates in the Market Today.
  • After Allocations you are not responsible for Managing Portfolios.
  • Your Support Group is made up of Private Client Associates and they handle routine Client Inquiries & Other Logistics.
  • Our Client covers All Expenses and offers Matching 401K!
  • Exceptional Training, Support and Great Offices for Presentations.
  • $1M-$5M+ Sign-On Bonus, based on current T-12 Income + They Buy Your Book @ Retirement!

Here’s What You Bring To The Table:

  • (7-30) years experience as a successful Owner, VP, Managing Director, Wealth Manager, Financial Advisor, etc..
  • Currently Managing a $100M Book (or higher) of Business and T-12 Production anywhere from $1M-$10M (or more).
  • Private Client Banking Sales or Service in Wealth Management or Investments
  • Successful Mutual Fund or Hedge Fund Reps (including Sales Managers, VP’s or Owners).
  • Looking for Top 10% of Owners, VP's, Managing Directors, Wealth Managers, Financial Advisors, etc...
  • Successful, Stable & Well-Connected in Your Community!

Base Cities: Multiple offerings state-wide in California, Florida, Mass., Texas and all Major Cities in the US!
Territory: Local Community, where you are Well-Connected!
Base Salary: $400,000.00 - $500,000.00 + Or Higher (Based on Book & T-12).
Total Earnings: $1,000,000.00+, No Cap, + Sign-On Bonus ($1M-$5M+) + Buy Your Book @ Retirement (Based on T-12).
Benefits: Promotions + 1st Class Support + All Expenses + Robust Benefit Package + Matching 401K + Client Associates.
Relocation: No
Travel: 10%
Number of Openings: Multiple openings in California, Florida, Mass, TX and all Major Cities in the US!


If you wish to be part of this successful and vibrant organization, please email a MS Word version of your resume to recruiting3164@cubemanagement.com. This company is an Equal Opportunity / Affirmative Action Employer.
 
Cube Management is a leading recruiting and consulting partner to emerging growth, mid-market and global companies in the technology, manufacturing, healthcare, consumer package goods and business service sectors. We work across the spectrum of Operations, Sales, Marketing, Safety, Engineering, Accounting and Business Development, providing holistic solutions that drive revenue and profit success. Cube Management combines Strategy, Process and People, to produce great results.
For a complete listing of our current job listings please visit http://cubemanagement.com/candidates/job-listings/