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Virtual Relationship Banker Jobs in Utah (NOW HIRING)

Manage vendor and third-party partner relationships where applicable (e.g., core banking ... You will be required to commute to your nearestHub (either virtual or physical) for in-person ...

Accountant II/Staff Accountant

Murray, UT

$51K - $68K/yr

Perform bank reconciliations - reconciliation of the bank statement against the GL and ... Skilled at building and maintaining positive, collaborative working relationships with colleagues ...

At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing ... Proactively monitor key stakeholder relationships and alert leadership when touchpoints or follow ...

At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing ... Proactively monitor key stakeholder relationships and alert leadership when touchpoints or follow ...

At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing ... Proactively monitor key stakeholder relationships and alert leadership when touchpoints or follow ...

Financial Consultant ll

Salt Lake City, UT · On-site

$72.70 - $95.50/hr

The Financial Consultant provides in person and virtual counseling for all participants, new ... Develops and maintains strong relationship with Institutional Plan Sponsors.Educational ...

The Financial Consultant provides in person and virtual counseling for all participants, new ... Develops and maintains strong relationship with Institutional Plan Sponsors. Educational ...

The Financial Consultant provides in person and virtual counseling for all participants, new ... Develops and maintains strong relationship with Institutional Plan Sponsors. Educational ...

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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 popular job titles related to Virtual Relationship Banker jobs in Utah?

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

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

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

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

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

Treasury Product Sales Mgr II

Salt Lake City, UT • On-site, Remote


Bank of America
Finance and Insurance • 10K+ employees

8.2

Company rating: 8.2 out of 10

Based on 532 frontline employees who took The Breakroom Quiz

51st of 173 rated banks

People enjoy working here

Good employer

Recommended by students


Full-time

PTO

Re-posted 8 days ago


Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

We are seeking an experienced Card and Comprehensive Payables Sales Specialist to join our Global Payments Solutions (GPS) team. This role serves as the senior sales subject matter expert for commercial card and payables solutions, providing industry expertise, competitive insights, consultative sales leadership, and solution positioning across the GPS client portfolio.

As part of Bank of America's Global Payments Solutions business, Global Commercial Card and Comprehensive Payables develops innovative payment strategies and working capital solutions aligned to the treasury objectives of global corporate, commercial, and public sector clients. We are a leading provider of purchasing cards, virtual payables, corporate travel solutions, and comprehensive payables programs, delivering capabilities in over 100 countries and 20 languages.

The successful candidate will partner closely with Treasury Sales, Relationship Management, Product Management, and other key stakeholders to originate, develop, and close complex commercial card and payables opportunities. This individual will engage with senior client stakeholders across Treasury, Finance, Procurement, Shared Services, Accounts Payable, and Travel functions to identify challenges, develop strategic solutions, and deliver measurable business value.

As a GPS Payment Sales Solutions Specialist, the candidate will thrive in a highly matrixed environment, influence across multiple internal and external stakeholders, and manage complex opportunities from origination through implementation. The ideal candidate is a strategic thinker, strong communicator, and trusted advisor who combines industry expertise with a passion for innovation and client success.

  • Serve as the senior product specialist supporting GPS sales and relationship management teams in originating, structuring, and closing complex commercial card and payables opportunities.

  • Maintain expertise in commercial card, virtual payments, and comprehensive payables solutions, including industry trends, client needs, and competitive positioning.

  • Lead consultative discussions with stakeholders at all levels of client organizations and represent Bank of America at industry events and forums.

  • Partner with client teams on call planning, strategic reviews, and opportunity identification to develop and advance solution strategies.

  • Participate in senior deal teams and provide thought leadership throughout the sales process.

  • Drive collaboration across product, sales, implementation, and relationship management teams to deliver differentiated client solutions and grow market share.

Responsibilities:

The GPS Payment Sales Solutions Specialist primary duties will include:

  • Originate and develop new business opportunities through proactive client engagement, industry networking, referral generation, and strategic prospecting.

  • Lead clients through the full sales lifecycle, including opportunity qualification, solution design, pricing strategy, proposal development, product demonstrations, contract negotiations, and deal closure.

  • Provide subject matter expertise across the GPS payables portfolio, including Purchasing Cards, Corporate Travel Cards, Virtual Payables, Virtual Travel Cards, Comprehensive Payables, and related B2B payment solutions.

  • Manage complex client engagements, strategic reviews, and large-scale opportunities to deepen relationships and increase market penetration.

  • Serve as a trusted advisor to clients and internal partners by delivering consultative recommendations aligned to treasury, working capital, operational efficiency, and payment optimization objectives.

  • Represent Bank of America at industry conferences, client events, and market forums while enhancing brand awareness and generating business opportunities.

  • Partner with line-of-business and risk stakeholders to ensure appropriate governance, policy adherence, and risk management throughout the sales process.

  • Collaborate across product, sales, and relationship management teams to execute segment strategies, drive client adoption, and support business growth initiatives.

  • Monitor industry trends, client priorities, emerging payment technologies, and competitive developments to identify opportunities and influence product strategy.

  • Support market and business leadership in developing programs, initiatives, and best practices that advance GPS growth objectives.

Key Activities:

  • Develop and execute sales strategies to generate new opportunities and expand existing client relationships.

  • Maintain best-in-class expertise in commercial card and payables solutions, industry trends, regulatory considerations, and competitive offerings.

  • Lead RFI/RFP responses, finalist presentations, and executive-level solution discussions.

  • Establish and maintain effective partnership routines across treasury sales, relationship management, product management, implementations, customer service, and executive leadership teams.

  • Present deal strategies, pipeline updates, and market insights to senior leadership.

  • Advocate for client needs by partnering with product management to identify innovation opportunities and enhance solution capabilities.

  • Collaborate across the enterprise to gain access to key decision makers and expand client engagement strategies.

  • Deliver compelling client presentations to treasury, finance, procurement, accounts payable, travel, and executive leadership teams.

  • Conduct product and technology demonstrations while effectively communicating solution capabilities, value propositions, and business outcomes.

  • Develop pricing recommendations and lead commercial negotiations to achieve client and business objectives.

  • Deliver internal education and training programs to treasury sales, relationship management, and other business partners.

  • Represent Bank of America at client conferences, trade associations, and industry events to strengthen market presence and generate pipeline opportunities.

  • Mentor and support the development of junior sales professionals and teammates.

Required Qualifications:

  • Minimum 5 years of experience in the payables marketplace, with an understanding of the competitive landscape and regional marketplace variations

  • Ability to travel up to 30%of the time

  • Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

  • Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

  • Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

  • Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

  • Candidate will be a self-motivated, client focused and high energy level individual

  • Proven ability to work in a demanding, fast-paced global environment

  • Experience working within a highly matrixed organization

  • Strong communication skills - both verbal and written

  • World-class presentation skills

  • Ability and desire to think creatively to deliver business results, both independently and as part of a team

  • Experience leading technology demonstrations and discussions

  • Ability to manage multiple projects simultaneously

  • Skilled in working with Microsoft Office applications

Desired Qualifications:

  • Expertise in Commercial Card, Virtual Payments, and Comprehensive Payables solutions gained through sales, product management, consulting, or account management experience.

  • Demonstrated success originating and closing complex B2B payment and treasury management opportunities.

  • Experience selling within a large financial institution or payments organization.

  • Strong understanding of treasury management, working capital optimization, and accounts payable transformation.

  • Knowledge of procurement, accounts payable, shared services, and related client operating models.

  • Proven ability to influence senior executives and manage complex stakeholder environments.

  • Strong project management, organizational, and execution skills.

  • Experience developing and delivering executive-level presentations and product demonstrations.

  • Bachelor's degree or equivalent professional experience preferred.

Skills:

  • Business Development

  • Customer and Client Focus

  • Leadership Development

  • Strategy Planning and Development

  • Business Acumen

  • Change Management

  • Client Experience Branding

  • Client Solutions Advisory

  • Inclusive Leadership

  • Account Management

  • Adaptability

  • Presentation Skills

  • Talent Development

Note: This role can filled as a Treasury Product Sales Manager I or Treasury Product Sales Manager II depending on the experience that someone brings.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$109,200.00 - $234,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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Pay

Benefits

Hours and flexibility

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