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Virtual Relationship Banker Jobs in Appleton, WI

Associatedbank

Virtual Financial Advisor

Green Bay, WI

$21.64 - $37.09/hr

Associated Bank conducts a thorough background check on all new hires. Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment ...

Ascension

Neurologist

Appleton, WI · On-site

$312K - $390K/yr

... relationship-focused care and strong work-life balance along with virtual appointment options ... Ascension will never ask for payment or to provide banking or financial information as part of the ...

All JobsRelationship Banker JobsVirtual Relationship Banker JobsVirtual Relationship Banker Jobs in Appleton, WI

Virtual Relationship Banker information

See Appleton, WI salary details

$13

$20

$26

How much do virtual relationship banker jobs pay per hour?

As of Jul 31, 2026, the average hourly pay for virtual relationship banker in Appleton, WI is $20.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.36 and $22.74 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.

What are the most commonly searched types of Relationship Banker jobs in Appleton, WI? The most popular types of Relationship Banker jobs in Appleton, WI are:
What are popular job titles related to Virtual Relationship Banker jobs in Appleton, WI? For Virtual Relationship Banker jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Virtual Relationship Banker jobs in Appleton, WI look for? The top searched job categories for Virtual Relationship Banker jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Virtual Relationship Banker jobs? Cities near Appleton, WI with the most Virtual Relationship Banker job openings:
Virtual Relationship Banker jobs near you
Infographic showing various Virtual Relationship Banker job openings in Appleton, WI as of July 2026, with employment types broken down into 1% Locum Tenens, 84% Full Time, 13% Part Time, and 2% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $42,105 per year, or $20.2 per hour.

Virtual Financial Advisor

Associatedbank

Green Bay, WI

$21.64 - $37.09/hr

Full-time

Retirement, PTO

Posted 21 days ago

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Role Summary


The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored financial solutions. This role supports client growth through proactive outreach, warm branch referrals, and consultative sales activity while providing a high-quality experience through phone, video, screen sharing, and occasional in-person meetings. This position offers a strong development path for someone motivated by clear goals, client education, and future growth in financial advising.

Key Accountabilities

  • Proactively engage assigned and referred clients to conduct investment reviews, assess financial objectives, and identify opportunities to deepen relationships.

  • Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards.

  • Own client relationships within the Guidance Center model by setting clear service expectations and providing consistent follow-through.

  • Achieve assigned sales and growth goals while participating in incentive compensation programs.

  • Manage warm referrals from branch partners and internal teams within defined service timeframes.

  • Collaborate with business partners to support cross-sell opportunities and holistic client solutions.

  • Maintain knowledge of Associated Bank and investment services products, policies, procedures, and regulatory requirements.

  • Partner with Financial Advisors to develop sales, book-management, and relationship-building skills for future growth opportunities.

Education & Experience

Required

  • Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.

  • 5+ years of brokerage, investments, or financial services experience.

  • Series 7 license.

  • Series 63 and 65 licenses, or Series 66 license.

  • Life and Health Insurance license.

Preferred

  • Bachelor's degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.

  • 6+ years of brokerage, investments, or financial services experience.

  • 3+ years of relationship management or consultative sales experience.

  • Prior experience in a similar advisor or financial services sales role.

  • Experience educating clients and explaining investments or financial solutions.

Why You'll Love Working Here
This role offers warm outreach, established client relationships, and the opportunity to help clients better understand their financial options. You'll gain hands-on experience managing a book of business, partnering with Financial Advisors, and building skills that can support future growth into broader financial advising opportunities. Join a team-oriented environment where your client focus, sales drive, and follow-through can make a meaningful impact.

Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.


The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.


For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.


$21.64 - $37.09 per hour

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