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Virtual Relationship Banker Jobs in Boca Raton, FL

Material Bank

Field Team Associate

Boca Raton, FL · On-site

Material Bank is seeking a Field Team Associate to build and deepen relationships with architects ... Lead virtual platform demos, member onboarding, and brand rep trainings that ensure brand partners ...

American Express

Manager - Compliance

Sunrise, FL · On-site

Flexible working model with hybrid, onsite or virtual arrangements depending on role and business ... For positions covered by federal and/or state banking regulations, American Express will comply ...

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All JobsRelationship Banker JobsVirtual Relationship Banker JobsVirtual Relationship Banker Jobs in Boca Raton, FL

Virtual Relationship Banker information

See Boca Raton, FL salary details

$13

$19

$25

How much do virtual relationship banker jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for virtual relationship banker in Boca Raton, FL is $19.69, according to ZipRecruiter salary data. Most workers in this role earn between $16.88 and $22.12 per hour, depending on experience, location, and employer.

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 Boca Raton, FL?

The most popular types of Relationship Banker jobs in Boca Raton, FL are:

What are popular job titles related to Virtual Relationship Banker jobs in Boca Raton, FL?

For Virtual Relationship Banker jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Virtual Relationship Banker jobs in Boca Raton, FL look for?

The top searched job categories for Virtual Relationship Banker jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Virtual Relationship Banker jobs?

Cities near Boca Raton, FL with the most Virtual Relationship Banker job openings:

Virtual Relationship Banker jobs near you

Field Team Associate

Boca Raton, FL • On-site

Material Bank
Specialized Design Services • 51 - 200 employees
Learn more about Material Bankexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Job description

Material Bank is the world's largest material marketplace for the architecture and design industry. Operating in 37 countries, our platform has become the standard for design professionals around the globe. Every day, Material Bank connects thousands of designers with tens of thousands of materials from leading brands. Material Bank is the fastest and most powerful way for design professionals to search, sample, and specify materials.

Material Bank is seeking a Field Team Associate to build and deepen relationships with architects, interior designers, and related professionals across the Southeast region. This role will serve as the on the ground presence of Material Bank, bringing the brand to life through firm visits, events, trainings, and personalized engagement that drive platform adoption and long term member loyalty.

The ideal candidate is energized by being in the field, thrives on building authentic relationships, and is passionate about the architecture and design industry. They are equally comfortable walking into a design firm, hosting an industry event, leading a platform training, or identifying new ways to create meaningful connections within their territory.

This is a highly visible role with the opportunity to make a measurable impact on member engagement and growth, while representing one of the most innovative platforms in the design industry. This position is remote, however requires the individual to be based out of the Southeast region (Nashville, DC, Texas, Atlanta, Florida, North Carolina, etc.) and will require approximately 80% regional travel.

What you'll do:

  • Own platform awareness, adoption, and loyalty across the Southeast through consistent in-person engagement with A&D firms, building trusted relationships with principals, designers, and material librarians—measured by firm visit volume and visit-to-order conversion.
  • Drive member activation and reactivation within the territory by identifying key influencers and high-value firms and tailoring engagement plans that turn them into power users.
  • Plan and execute local and regional events—presentations, lunch-and-learns, showroom activations, meetups, and trade shows—owning the experience end-to-end and measured by event attendance and post-event lift in member activity.
  • Lead virtual platform demos, member onboarding, and brand rep trainings that ensure brand partners and members extract full value from the platform, measured by training completions and engagement following each touchpoint.
  • Design and execute on-brand gifting and surprise-and-delight programs that deepen loyalty with high-value members and firm contacts, measured by gifting ROI tied to retention and engagement.
  • Track territory KPIs and surface field intelligence on firm needs, competitor activity, and product gaps, giving leadership clear visibility into performance and shaping how marketing and product show up in the region.

What you'll bring: 

  • 2–5 years in field marketing, brand representation, or community engagement, ideally connected to architecture, interior design, or building materials.
  • A natural relationship builder who is genuinely energized by in-person connection and skilled at turning conversations into long-term loyalty.
  • Proven ability to plan and execute events and trainings that move metrics, not just fill rooms.
  • An ownership mentality—you treat your territory like your own business and bring the organization, follow-through, and self-direction to run it that way.
  • Comfort with ~80% regional travel and a full, self-managed calendar of in-person and virtual touchpoints.
  • A data-first approach: you track what matters, report accurately, and use insights to sharpen your next move.
  • Design-curious and credible in the A&D community; an existing network of Southeast firms and designers is a strong plus.
  • Adaptable and resourceful, comfortable navigating ambiguity and shifting priorities inside a fast-growing company.

What you'll get from us:

  • Our people: We are a growth-driven team that values efficiency, builds smart automation, operates in small empowered teams, and moves quickly from idea to execution.
  • Relaxation and Celebrations: Flexible PTO, Sick Days, Paid National Holidays, and even more (ask us about this when we connect). 
  • Health Benefits: We contribute to your medical, dental, vision and short-term/long-term disability plans and have a strong employee assistance program. 
  • Plan for your Retirement: 401(k) eligible after your first 90 day's employed!
  • Giving Back: We sponsor multiple events throughout the year to help out our communities. 
  • Growth: We'll help you take your career to the next level. We want you to be creative and take initiative which will allow you to grow and create within the company. Most importantly, be the best at what matters! 
  • Flexible Work Schedules: With business units and employees across the globe, Material Technologies has embraced a hybrid  working model allowing department leaders to decide on the best approach for their respective teams, whether that be remote, in person, or a little of both.  

Material Bank is proud to be an equal opportunity employer. We value diversity, and all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, age, national origin, veteran or disability status or other status protected under any applicable federal, state or local law.

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