Virtual Relationship Banker

Job description

As a Virtual Relationship Banker, you will provide exceptional service to our clients and deliver on our mission to “improve the financial lives of our neighbors and their businesses”. Your main responsibility is to act as the primary inbound and online contact for clients seeking to find the best products and services to meet their financial needs. You assist clients by processing new online account applications and by opening new accounts and taking loan applications by phone. You and the team play an important part in sales, operations, quality, and client experience. It's a lot of responsibility, but you’re up for the challenge. You won’t do it alone: you will work together with various business partners to deliver and drive our mission. Essential Job Responsibilities__________________________________: 1. Identifies client and prospect needs by engaging in conversations over the phone, via chat, or through email to identify and recommend effective solutions. 2. You are accountable for exceeding your assigned team sales and service goals by providing our clients with the financial solutions they need to achieve their goals and financial confidence. 3. Establish and develop clien...