Virtual Banker

Peoples Security Bank & Trust

. Engage and advise customers in a virtual environment through inbound and outbound interactions .

Posted 10/23/2026full-timeBethlehem • Pennsylvania • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer engagement, sales support, and relationship management within the banking sector, leveraging advanced communication skills and a strong understanding of digital banking tools. Proven ability to mentor and coach team members while adhering to regulatory requirements and bank policies.

Highest-signal resume keywords

Customer ServiceSales SupportCall Center OperationsLeadershipDigital Banking Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Bank Operations TrainingConsultative SalesRelationship ManagementMathematical AptitudeGeneral Accounting KnowledgeAnalytical SkillsProblem-SolvingProject ManagementTime ManagementNMLS Registration

Soft Skills

CoachingMentoringAdvanced CommunicationEmotional Intelligence

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft OneNoteMicrosoft PowerPointMyPSBT

Certifications & Qualifications

NMLS Registration

Industry Keywords

Bank ProductsDigital BankingRisk ManagementCustomer EngagementSales Goals

About the role

Key responsibilities & impact

Engage and advise customers in a virtual environment through inbound and outbound interactions
Resolve inquiries related to deposit accounts, loans, fees, and digital services
Educate customers on digital banking tools and technology-based services
Identify customer needs and refer clients to Loans, Cash Management, Merchant Services, and Wealth Management partners
Support onboarding outreach, follow-up communications, and targeted sales and relationship-building campaigns
Manage inbound and outbound calls and de-escalate customer concerns
Use bank systems and MyPSBT to document interactions, track referrals, and manage follow-up activities
Maintain knowledge of bank products, services, systems, and procedures
Collaborate with, support, coach, and mentor team members
Meet or exceed customer engagement, sales, and referral goals
Follow bank policies, procedures, regulatory requirements, and risk management practices
Support audit and examination requests as needed

Requirements

What you’ll need

Associate’s degree or equivalent experience normally required
Specialized bank operations training/education
At least 4 years of related experience
Demonstrated success in customer service, sales support, and call center operations
Strong leadership, coaching, and mentoring abilities
Advanced communication and emotional intelligence skills
Solid mathematical aptitude and general accounting knowledge
Advanced understanding of bank products, procedures, and digital banking tools
Consultative sales and relationship management skills
Analytical, problem-solving, project, and time management capabilities
Proficiency in PC and technical applications, including Microsoft Excel, Word, OneNote, and PowerPoint
NMLS registration or ability to obtain and maintain registration, as applicable
Ability to travel within the Bank’s footprint
Availability for a rotating Saturday schedule
Ability to lift up to 25 pounds
Regular computer use

Benefits

Comp & perks

Ongoing training and development
Knowledge sharing, mentoring, and teamwork opportunities
Reasonable accommodations for individuals with disabilities