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Virtual Relationship Banker Jobs in Indiana (NOW HIRING)

Centier Bank

Branch Manager

Merrillville, IN · On-site

Maintain and expand existing client and business banking relationships and conduct outside sales ... Represent Centier professionally with virtual and/or outside community involvement, external ...

Centier Bank

Branch Manager

Zionsville, IN · On-site

Maintain and expand existing client and business banking relationships and conduct outside sales ... Represent Centier professionally with virtual and/or outside community involvement, external ...

Centier Bank

Branch Manager

La Porte, IN · On-site

Maintain and expand existing client and business banking relationships and conduct outside sales ... Represent Centier professionally with virtual and/or outside community involvement, external ...

Centier Bank

Assistant Branch Manager

Whiting, IN · On-site

Maintain and expand existing customer and business banking relationships. * Ensure Bank policies ... Represent Centier professionally with virtual and/or outside community involvement, external ...

Centier Bank

Assistant Branch Manager

Lafayette, IN · On-site

Maintain and expand existing customer and business banking relationships. * Ensure Bank policies ... Represent Centier professionally with virtual and/or outside community involvement, external ...

Group1001

Hybrid Wholesaler

Zionsville, IN · On-site

Strong relationships with key bank and independent broker-dealer advisors and firms in the defined ... and with virtual technology * Strong organizational skills and effective time management

Group1001

Hybrid Wholesaler

Zionsville, IN · On-site

Strong relationships with key bank and independent broker-dealer advisors and firms in the defined ... and with virtual technology * Strong organizational skills and effective time management

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All JobsRelationship Banker JobsVirtual Relationship Banker JobsVirtual Relationship Banker Jobs in Indiana

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.

What are the most commonly searched types of Relationship Banker jobs in Indiana? The most popular types of Relationship Banker jobs in Indiana are:
What are popular job titles related to Virtual Relationship Banker jobs in Indiana? For Virtual Relationship Banker jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Virtual Relationship Banker jobs in Indiana look for? The top searched job categories for Virtual Relationship Banker jobs in Indiana are:
What cities in Indiana are hiring for Virtual Relationship Banker jobs? Cities in Indiana with the most Virtual Relationship Banker job openings:
Virtual Relationship Banker jobs near you

Virtual Member Services Representative

Everwise Credit Union

South Bend, IN • On-site

$19/hr

Full-time

Re-posted 24 days ago

Job description

Job Description:

Position Summary:

The Virtual Member Service Representative is responsible for building relationships and providing high quality service to members by assisting with financial transactions, promoting Everwise Credit Union's products and services, and maintaining accurate records of transactions through Interactive Teller Machines (ITMs). The incumbent will provide service to members through various virtual platforms, ensuring a high level of member satisfaction and engagement.

Primary Responsibilities & Duties

  • Maintain a high level of member service in accordance with Everwise Credit Union's service expectations.
  • Perform and process financial transactions including deposits, withdrawals, loan payments, check cashing, transfers, account inquiries, account maintenance, opening new accounts, or lending activities
  • Identify members' needs and recommend appropriate financial products and services.
  • Responsible for maintaining a high level of confidentiality about member account information.
  • Responsible for problem solving through research, using open ended questions, and consistent follow-up to ensure member satisfaction.
  • Educate members on the use of ITM features, online banking, and other digital platforms.
  • Consistently meet or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate business partner to address needs.
  • Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and conducting call campaigns regularly.
  • Participate in continued education as assigned, in addition to special projects and community events.
  • Responsible for understanding and applying credit union policies and procedures such as Check Cashing, Cash Control, and Transaction Approval Limits policies as well as government laws and regulations relating to Reg CC, SAR, CTR, Check handling, BSA, and Anti-Money Laundering (AML).
  • Report and troubleshoot ITM technical issues or escalations to management, IT or vendors as needed.
  • Assume additional responsibilities as necessary for the continued growth and advancement of Everwise.

Knowledge/ Skills

  • Excellent interpersonal and communication skills
  • Strong problem-solving skills by demonstrating concern and empathy while seeking a solution that is in the best interest of the members and Everwise Credit Union.
  • Comfortable working on camera in a professional and personable manner.
  • High level understanding of need-based selling.
  • Proficient cash handling skills.
  • Ability to work in a fast-paced environment.
  • Proficient with computer systems and Microsoft Office suite (e.g., Word, Excel, Outlook).

Minimum Requirement

  • High school diploma or GED.
  • Six months of retail sales, cash handling, or customer service experience.
  • Prior experience in a financial institution, call center or related field preferred.
  • Variable shifts may include weekday, evening or weekend hours.
  • Extended periods of sitting while using a computer and headset.

Base pay: Starting at $19.00/hour.

Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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