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Virtual Relationship Manager Jobs in Rhode Island

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Virtual Relationship Manager information

See Rhode Island salary details

$27.4K

$79K

$137.6K

How much do virtual relationship manager jobs pay per year?

As of Aug 31, 2026, the average yearly pay for virtual relationship manager in Rhode Island is $79,035.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,500.00 and $103,300.00 per year, depending on experience, location, and employer.

What is a virtual relationship manager?

A Virtual Relationship Manager is a professional who manages client relationships remotely, often using digital tools such as video calls, emails, and chat platforms. They typically work for banks, financial institutions, or customer service organizations, providing personalized support, financial advice, and tailored solutions to clients without the need for face-to-face meetings. This role focuses on maintaining strong client engagement, addressing concerns, and helping clients meet their financial or service-related goals in a convenient and efficient manner.

What are the key skills and qualifications needed to thrive as a virtual relationship manager?

To thrive as a Virtual Relationship Manager, you need strong interpersonal skills, customer service expertise, and a background in sales or financial services, typically supported by a relevant degree or professional certification. Familiarity with CRM platforms, digital communication tools, and online banking systems is essential for the role. Exceptional communication, active listening, and problem-solving abilities help build trust and rapport with clients remotely. These skills are crucial for effectively managing client relationships, driving customer satisfaction, and achieving business targets in a virtual environment.

What are the main challenges faced by virtual relationship managers when building trust with clients remotely?

Virtual Relationship Managers often face the challenge of establishing rapport and building trust with clients without the benefit of face-to-face interactions. They need to be proactive in communication, use video calls effectively, and ensure prompt follow-up to demonstrate reliability. Understanding client needs remotely requires strong listening skills and the ability to personalize service through digital channels. Overcoming these challenges is key to maintaining long-term client relationships and achieving success in the role.

What is the difference between Virtual Relationship Manager vs Customer Service Representative?

AspectVirtual Relationship ManagerCustomer Service Representative
CredentialsRelevant certifications in finance, banking, or client managementBasic customer service training or certifications
Work EnvironmentRemote, client-focused, often in financial or banking sectorsCall centers, retail, or online support roles
Employer & IndustryFinancial institutions, banks, wealth management firmsRetail companies, telecoms, service providers
Search & Comparison IntentUnderstanding client relationship roles, financial services jobsCustomer support, call center jobs

The Virtual Relationship Manager primarily focuses on managing client relationships remotely within financial sectors, requiring specialized certifications. In contrast, Customer Service Representatives handle general customer inquiries across various industries, often with basic training. While both roles involve communication and client interaction, the Virtual Relationship Manager's role is more specialized and client-centric, often involving financial products and services.

What are popular job titles related to Virtual Relationship Manager jobs in Rhode Island?

For Virtual Relationship Manager jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Virtual Relationship Manager jobs in Rhode Island look for?

The top searched job categories for Virtual Relationship Manager jobs in Rhode Island are:

What cities in Rhode Island are hiring for Virtual Relationship Manager jobs?

Cities in Rhode Island with the most Virtual Relationship Manager job openings:

Virtual Relationship Manager jobs near you

Business Relationship Manager Senior Acquisition Vice President

Barrington, RI • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees

8.0

Company rating: 8.0 out of 10

Based on 498 frontline employees who took The Breakroom Quiz

71st of 173 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about JPMorgan Chase & Co.external

$90 - $130/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.

As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.

Job Responsibilities
  • Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
  • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
  • Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
  • Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
  • Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
  • Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
  • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
  • Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
  • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
  • Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
  • Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
  • Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
  • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
  • Balance needs of clients with associated risks and interests of the firm
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred qualifications, capabilities, and skills
  • Bachelor’s degree in Finance or related field, or equivalent work experience
  • Minimum of 3 years’ managing clients >$10+MM revenue
  • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
  • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
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