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Virtual Relationship Banker Jobs in Oregon (NOW HIRING)

Virtual Financial Advisor - Remote

OR · On-site +1

$21.64 - $28.85/hr

... banking and generosity, empowering lives of service and faith. As a Virtual Financial Advisor, you ... Leverage your relationship-building skills and build sales experience to engage clients with ...

FireMon will never ask for any banking information as part of an interview process. If you are ... About the role * Manage overall relationships with assigned end-users, including increasing ...

We maximize employee flexibility and well-being through a virtual mindset that supports our highly ... They will foster and develop new and existing relationships among key stakeholders among their ...

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 Oregon?

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

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

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

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

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

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

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

Infographic showing various Virtual Relationship Banker job openings in Oregon as of June 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Virtual Financial Advisor - Remote

OR • On-site, Remote


Thrivent Financial
Insurance Services • 5 - 10K employees

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Paid breaks


$21.64 - $28.85/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago


Job description

Bring your skills to a deeply purposeful, financially rewarding career

Thrivent is more than a financial services company - we're a community that puts generosity at the heart of saving and investing. At Thrivent, you'll have the opportunity to grow a meaningful career providing clients with purpose-based advice around investments, insurance, banking and generosity, empowering lives of service and faith.

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivent's robust advice framework, you'll use your strong interpersonal and consultative skills to connect with clients, build trust, and provide tailored recommendations that support their financial well-being.

This role focuses on re-engaging existing Thrivent clients-many of whom have not recently worked directly with a financial professional-by proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. You'll also have the opportunity to engage and serve your own natural market.

Supported by Thrivent's commitment to community engagement and a collaborative team environment, you'll gain a strong foundation in sales and client service. Within 18-24 months, you'll be equipped to join a local team or build your own practice with our support.

This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom. You'll also receive training and connect with your colleagues virtually, with occasional opportunities for in-person development and teambuilding.

Your Success; Our Blueprint

Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You'll receive the support, stability and opportunity of a Fortune 500 leader. And if you're new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position.

Role Description

As a Virtual Financial Advisor at Thrivent, you'll:

  • Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity.

  • Guide Christians and others who align with Thrivent's mission and values to create and maintain their financial plans, enabling lives of service and faith.

  • Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.

  • Have access to a large existing client base with the ability to also help your friends, family and natural market.

  • Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar, and have modern computer hardware provided.

  • Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so.


What You Bring

Our culture and our people are special. Whether you're a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're:

  • Self-disciplined, independent and driven to succeed.

  • Motivated by helping others and seeing them achieve their goals, not just selling products.

  • A natural coach or guide with strong interpersonal skills.

  • Positive, energetic and results oriented.

  • Collaborative and excited to contribute to your team.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role.

Requirements

  • Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.

  • FINRA Series 7, 63/65 or 66 required or obtained within 90 days.

  • State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.

  • Eligibility to be securities registered and insurance licensed in all 50 states.

  • Satisfactory background check (criminal and financial).

Compensation and Benefits


You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:

  • A base pay of $21.64-$28.85 per hour with additional monthly sales bonuses based on sales results and your client impact. The average total compensation for this full-time role is $78,000, and our top Virtual Advisors exceed $120,000 in total compensation.

  • Comprehensive medical, vision and dental.

  • 401(k) matching and a pension plan.

  • Life and disability income insurance.

  • Maternity/paternity leave as well as adoption and surrogacy assistance.

  • Tuition reimbursement.

  • Four weeks of paid time off, plus up to 20 hours of volunteer time off.

  • Well-being programs to help you manage your physical, emotional and financial health.

  • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 120 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.


Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.

Pay Transparency


Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $73,500 - $120,000 per year, which is dependent upon performance and factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.




Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.



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