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Virtual Bookkeeping Jobs Near Me

Intuit

Tax Expert - Expert Center (Midwest)

Columbus, OH

... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ... bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You ...

Posted today

Intuit

Tax Expert - Expert Center (Midwest)

Delaware, OH

... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ... bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You ...

Posted today

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As of Aug 19, 2026, the average hourly pay for virtual bookkeeping in the United States is $24.31, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $27.64 per hour, depending on experience, location, and employer.

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Virtual Bookkeeping jobs near you
A map of the United States highlighting the number of Virtual Bookkeeping job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Virtual Bookkeeping job openings in each state, with California having the most at 2 and Hawaii the least at 0.

VIRTUAL BRANCH FLOAT REPRESENTATIVE

KEMBA Financial Credit Union

Columbus, OH • On-site, Remote

$23.50 - $26.50/hr

Full-time

Posted 26 days ago

Kemba Financial Credit Union rating

8.3

Company rating: 8.3 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

Title: Virtual Branch Float Representative
Reports to: Virtual Branch Sales Assistant Manager
Supervises: None
Status: Non-Exempt
Objective
The Virtual Branch Float Representative is responsible for member outreach such as onboarding new members, shortfall member calls, contacting new and existing members who have purchased a vehicle and as well as floating between the Virtual Branch Service and Virtual Branch Sales teams as member and staffing needs dictate. This high-contact position cross-sells additional products and services that enhances the member's financial situation and requires the ability to deal effectively with Members and other KEMBA Associates primarily by telephone and in writing.
Duties and Responsibilities
  • Assumes responsibility for the effective and professional performance of Member service functions:
    • Presents and explains Credit Union services and products to Members and assists in meeting their financial needs; opens and closes accounts; orders checks for Member accounts; completes payroll deductions and authorization forms
    • Answers questions and solves problems for Members by listening to problems, collecting data, securing answers and reporting results to the inquiring party; resolves Member bookkeeping and account related issues
    • Receives and directs Members and telephone calls; responds to inquiries and questions, or directs them as necessary; records and relays messages
    • Performs file maintenance and account changes as necessary
    • Maintains IRA accounts and answers questions regarding IRAs
    • Cross-sell services, provide referrals, and promote automated services
    • Complete member outreach calls as directed by management with 100% on time completion
    • Ensure Member satisfaction by addressing member complaints and resolve account-related problems that may arise through member contact
  • Aggressively targets new services for existing Members and non-Members:
    • Initiates outbound telemarketing activities that will result in the acquisition of qualified new memberships and an increased level of products/services utilization by all Members
    • Qualifies deposit services for Members in a manner consistent with policy and procedures
    • Targets, sells, and originates new memberships for all qualified non-Member candidates
  • Provides a high level of service support for all inbound Member phone call coverage as support is needed in the service or sales queues
  • Meets or exceeds targeted referral and productivity goals established for this position
  • Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
  • Maintains an up-to-date status of all sales support and processing activity with routine reporting to management
  • Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
  • Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
  • On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
  • Relates to others beyond giving and receiving instructions:
    • Communicates with coworkers or peers without exhibiting behavioral extremes
    • Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
    • Responds appropriately to criticism from a supervisor
  • Performs other duties as required by management

Required Qualifications
  • High school diploma or equivalent education and experience
  • One to two years of experience in a sales/customer service environment
  • Prior experience in a financial/banking institution preferred
  • Strong organizational skills and attention to detail
  • Good understanding of member services and products provided
  • Ability to work well independently, or as part of a team
  • Basic PC skills (Windows)
  • Assertive problem-solving skills
  • Must value a high degree of accuracy
  • Professional demeanor
  • Effective communication skills

Physical Demands
The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.
The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.
Eligibility
Laptop: No
Remote/Hybrid Work: Yes
Cell Phone Reimbursement: No
Vehicle Reimbursement: No
Incentive(s): Yes

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