THIS IS NOT A REMOTE POSITION

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. You will build and maintain long-lasting, meaningful relationships with clients by engaging with them to understand their specific financial needs. You will have the opportunity to help people experience our Customer Promise by helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.

As a Virtual Banking Assistant in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment.

Job responsibilities 

Operates within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training while learning products, services and procedures quickly and accurately Delivers exceptional customer experience by acting with a client-first attitude while engaging and partnering with team members and other lines of business to offer most appropriate solutions Exhibits excellent communication skills in person, over the phone and through email while professional, thorough and organized with strong follow-up skills Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach while educating and connecting clients to technology solutions tailoring features and benefits of products and services to clients with differing needs Displays confidence with clients when sharing advice, product knowledge and solutions while making personal connections, engaging, educating them and building lasting relationships

Required qualifications, capabilities, and skills 

High school degree, GED or foreign equivalent  6+ months of customer service experience Ability to work Virtual Branch hours, including evenings and some weekends

Preferred qualifications, capabilities, and skills 

College degree or military equivalent Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology

Experienced in retail banking, financial services or consultative customer relationship role in a related industry, with proven success, deepening client relationships and delivering results