Remote Virtual Banking Advisor

Peoples Security Bank & Trust Company; Bethlehem Township (PA); Remote; USD 50,000 - 70,000; Full time

Job summary

Peoples Security Bank & Trust Company is seeking a Virtual Banker to deliver outstanding customer service across phone, chat, and digital channels. You will identify needs, offer tailored financial solutions, and drive relationship growth while upholding the bank's One Bank culture.

In this role you will work with Loans, Cash Management, Merchant Services, and Wealth Management teams, document interactions in MyPSBT, and participate in targeted sales campaigns.

Qualifications

• Associate’s degree or equivalent experience normally required with specialized bank operations training/ education.
• Demonstrates strong leadership, coaching, and mentoring abilities with advanced communication and emotional intelligence skills.
• Proficient in PC and technical applications, including Microsoft Excel, Word, OneNote, and PowerPoint.
• At least 4 years of related experience in customer service, sales support, and call center operations.
• NMLS registration or ability to obtain and maintain, as applicable.

Responsibilities

• Engage and advise customers in a virtual environment to attract, retain, and grow relationships through inbound and outbound interactions.
• Deliver high-quality service by resolving inquiries related to deposit accounts, loans, fees, and digital services with accuracy and professionalism.
• Educate and support customers in the use of digital banking tools and technology-based services to promote confidence and adoption.
• Identify customer needs and refer clients to appropriate internal partners to deliver comprehensive solutions.
• Support onboarding outreach, follow-up communications, and participation in targeted sales and relationship-building campaigns.
• Manage inbound and outbound calls; de-escalate customer concerns using empathy and problem-solving skills.
• Document interactions, track referrals, and manage follow-up activities in bank systems (MyPSBT).
• Maintain current knowledge of bank products, services, systems, and procedures; participate in ongoing training and development.
• Collaborate with and support team members through knowledge sharing, mentoring, and teamwork.
• Meet or exceed established customer engagement, sales, and referral goals.
• Adhere to bank policies, procedures, regulatory requirements, and risk management practices; support audit and examination requests as needed.
• Maintain NMLS registration or the ability to obtain and maintain registration, when required.

Skills

Leadership mentoring

Math aptitude

Customer service

Analytical thinking

Coaching/mentoring

MS Office

Education

Associate degree or equivalent experience

Tools

Excel

Word

OneNote

PowerPoint

Job description

Peoples Security Bank & Trust Company is seeking a Virtual Banker to deliver outstanding customer service across phone, chat, and digital channels. You will identify needs, offer tailored financial solutions, and drive relationship growth while upholding the bank's One Bank culture.

In this role you will work with Loans, Cash Management, Merchant Services, and Wealth Management teams, document interactions in MyPSBT, and participate in targeted sales campaigns.