Virtual Banking Advisor – I

Dedham Savings

. Assist and advise clients through Face2Face (ITM), video calls, phone calls, chat, and email .

Posted 10/13/2026full-timeWeymouth • Massachusetts • United StatesJuniorMid-Level💰 $23 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service and account management within the banking sector, with a strong focus on electronic delivery systems and compliance with regulatory requirements. Proficient in resolving client inquiries through various communication channels while maintaining professionalism and accuracy.

Highest-signal resume keywords

Banking ExperienceElectronic Delivery SystemsClient ServiceSales Opportunity IdentificationRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account MaintenanceOnline Account OpeningBasic Math CalculationsTyping SkillsDigital Banking Technologies

Soft Skills

ProfessionalismCommunication SkillsAttention to AccuracyPatienceTeam Collaboration

Tools & Technologies

Internet BankingMobile BankingEStatementsBill PayTeller Platforms

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

BankingFinancial ServicesPrivacy ComplianceData SecurityClient Focus

About the role

Key responsibilities & impact

Assist and advise clients through Face2Face (ITM), video calls, phone calls, chat, and email
Process financial transactions and perform account maintenance and password resets
Promote the Bank’s products and services to external and internal clients and consumers
Assist clients with new account services, account additions, changes, and online account opening
Identify sales opportunities and cross-sell through electronic delivery systems
Respond to inquiries and resolve client questions, issues, and complaints
Monitor and work within a team environment to handle queues within departmental standards
Provide high-quality client service and maintain a professional image of the Bank
Review electronic banking reports and process them as applicable
Maintain pending online account opening applications
Achieve individual and departmental goals
Complete customer research requests
Use supervisory authority appropriately for certain product transactions
Complete assigned internal Company training
Safeguard sensitive information and comply with privacy, data security, and relevant regulatory requirements
Protect confidential financial data and maintain knowledge of banking platforms, policies, and compliance priorities
Participate in ongoing training and development on digital banking technologies and best practices
Adhere to the CARE model: Client Focus, Accountability, Respect, and Excellence
Perform other related or unrelated duties as assigned

Requirements

What you’ll need

High School Diploma or GED required
24 months Banking Experience and/or Call Center experience or equivalent combination
Experience with electronic delivery systems including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, Bill Pay, Teller Platforms, etc. is preferred
Ability to present information clearly in one-on-one or small-group settings
Professionalism, courtesy, and patience when dealing with client issues
Attention to accuracy
Strong commitment to quality and completeness
Knowledge of new account services, account maintenance, online account opening platforms, and onboarding processes
Ability to identify sales opportunities via digital channels
Ability to resolve client concerns across chat, phone, video, and email
Ability to apply common-sense reasoning to varied client situations
Ability to perform basic math calculations involving interest, percentages, and rates
Ability to manage multiple queues and tasks in a fast-paced virtual environment
Basic knowledge of the banking and financial services industry, including federal laws and regulations
Willingness to gain new knowledge and technical skills
Intermediate typing skills
Intermediate math skills, including calculating interest, commissions, proportions, percentages, rates, ratios, and balancing accounts
Exceptional verbal, written, and interpersonal communication skills
Available to work flexible hours from 7AM–7PM, including Saturday 7AM–2PM

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Flexible Spending
Tuition Reimbursement
Childcare Subsidy
Retirement
Life Insurance
Equal opportunity employment
Inclusive and culturally competent work environment