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Virtual Banking Assistant II - Columbus, OH

Remote, USA Full-time Posted 2025-05-21

Employer Industry: Banking

Why Consider This Job Opportunity...
• Opportunity for career growth and the chance to make a significant impact in the company
• Competitive pay with opportunities for revenue generation
• Excellent benefits package
• Supportive team environment with a commitment to diversity and inclusion
• Ability to build lasting relationships with clients and experts in the field

What To Expect (Job Responsibilities)
• Manage banking relationships through an advice-based approach
• Acquire and deepen client relationships using a value-added, relationship-oriented approach
• Engage and educate customers, establish trust, and build lasting relationships
• Partner with Specialists to connect customers to experts for specialized financial needs

What Is Required (Qualifications)
• 1+ year of Banker or equivalent experience in financial services
• High school degree, GED, or foreign equivalent
• Outstanding financial planning skills and adherence to regulatory requirements
• Strong team orientation with a commitment to a long-term career
• Excellent written and verbal communication skills

How To Stand Out (Preferred Qualifications)
• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment to a long-term career

#Banking #FinancialServices #CareerGrowth #CompetitivePay #DiversityandInclusion

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

We help candidates around the world to discover and stay focused on the jobs they want until they can complete a full application in the hiring company career page/ATS

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