Senior Virtual Banking Solutions Specialist

Socket.dev; Pennsylvania; On-site; USD 30,000 - 43,000; Full time

Job summary

Ephrata National Bank is seeking a Senior Virtual Customer Solutions Specialist for our virtual branch. You will handle inbound and outbound calls, drive sales and service, and focus on customers' financial wellbeing through needs-based conversations and solutions.

You will mentor colleagues, develop sales plans, participate in outbound campaigns, and ensure compliance with bank policies. NMLS registration is required or obtained within 6 months; strong communication and integrity are essential.

Qualifications

• High school diploma or GED required; associates degree preferred.
• 4–6 years of related experience and 2–3 years of customer service delivery.
• NMLS registration required, or must be obtained within 6 months of role acceptance.
• Strong judgement, integrity, and multitasking ability.
• Excellent listening, verbal and written communication skills.
• Detail oriented with solid relationship-building skills.
• Professional appearance and ongoing training compliance.

Responsibilities

• Manage a superior level of inbound and/or outbound calls in a timely manner.
• Expand and nurture the bank customer network through proactive sales and service initiatives.
• Focus on financial wellness discussions and solutions for future needs.
• Mentor and educate within the retail division and support branch operations.
• Assist in developing sales plans and outbound campaigns with current clients.
• Ensure adherence to policies and procedures and maintain tax and risk controls.
• Open consumer and business accounts, conduct routine transactions, and resolve issues.
• Collaborate with the Customer Solutions Center Manager on aligned strategies.

Skills

Customer service

Sales

Communication

Problem solving

Multitasking

Team player

Detail oriented

Education

High school diploma or GED

Associates degree preferred

Job description

Ephrata National Bank is seeking a Senior Virtual Customer Solutions Specialist for our virtual branch. You will handle inbound and outbound calls, drive sales and service, and focus on customers' financial wellbeing through needs-based conversations and solutions.

You will mentor colleagues, develop sales plans, participate in outbound campaigns, and ensure compliance with bank policies. NMLS registration is required or obtained within 6 months; strong communication and integrity are essential.