Virtual Banker

Park State Bank

. Provide personalized banking support through phone, video conferencing, chat, and email .

Posted 11/7/2026full-timeUnited StatesMid-LevelSenior💰 $20 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in virtual communication tools and banking products while providing exceptional customer service and support. Capable of resolving client inquiries and issues efficiently while adhering to banking regulations and maintaining confidentiality.

Highest-signal resume keywords

Customer Service FocusVirtual Communication ProficiencyBanking Products KnowledgeProblem-Solving AbilitiesRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking ProductsFinancial GuidanceTransaction ProcessingIssue ResolutionRecord MaintenanceQuality AssuranceTechnical TroubleshootingMultitaskingAttention to DetailConfidentiality Maintenance

Soft Skills

Interpersonal SkillsCommunication SkillsOrganizational SkillsResourcefulnessStress Management

Tools & Technologies

Video Conferencing ToolsChat PlatformsEmail CommunicationOnline Banking PlatformsOffice Productivity Equipment

Industry Keywords

Banking RegulationsFinancial ServicesContact Center ExperienceCustomer InteractionSelf-Service Products

About the role

Key responsibilities & impact

Provide personalized banking support through phone, video conferencing, chat, and email
Answer client inquiries, provide financial guidance, and offer banking solutions
Process routine transactions as needed
Assist with transfers, account maintenance, debit card inquiries, and enrollment in self-service products
Demonstrate and troubleshoot online and mobile banking platforms, including login problems and technical errors
Investigate and resolve client complaints, issues, and inquiries
Collaborate with other departments to resolve complex client issues
Adhere to banking regulations, policies, and procedures
Maintain accurate records of client interactions, transactions, and issue resolutions
Contribute to quality assurance and continuous improvement of virtual banking processes
Meet quarterly goals established by the immediate supervisor
Participate in bank training
Rotate between locations and travel to regional branches as needed

Requirements

What you’ll need

High school diploma or equivalent
Previous experience in a contact center environment
Previous experience in a banking or financial services role is an asset
Post-secondary education preferred but not required
Proficiency in virtual communication tools, including video conferencing, chat, and email
Strong written and verbal interpersonal and communication skills
Customer service focus
Ability to maintain confidentiality of customer information
Resourceful, well organized, and able to manage distractions
Knowledge of banking products, services, and regulatory compliance
Problem-solving abilities and attention to detail
Ability to work independently and collaborate with a remote team
Ability to handle stressful situations and function in a fast-paced environment
Ability to meet deadlines, multitask, and adjust priorities
Strong organizational, analytical, communication, and interpersonal skills
Must be a self-starter able to identify and implement efficiencies and cost-saving solutions
Valid driver’s license and reliable transportation
Must be able to exchange accurate information orally and in writing in English
Ability to travel to branches within the region weekly
Ability to perform light work, exerting up to 20 lbs. of force frequently
Ability to remain stationary 50% of the time and occasionally move around the office
Constant computer and office productivity equipment use

Benefits

Comp & perks

Flexible work arrangements at office locations
Bank training, including sales and service training
Opportunity to work with a community-focused bank
Potential flexible scheduling; occasional longer hours may be required