Virtual Banker, Bilingual

Jobtailor; Moosic (Lackawanna County); On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor in the United States is seeking a seasoned banking professional to serve customers across multiple channels, advising on deposit accounts, loans, and digital services. You will drive sales referrals and lead by example in a virtual environment, delivering high-quality support with empathy and problem-solving skills.

The role emphasizes strong communication, NMLS readiness, and teamwork, with opportunities to mentor colleagues and grow customer relationships through digital tools and

Qualifications

• Associate’s degree or equivalent with specialized bank operations training/education.
• 4+ years of relevant experience in customer service, sales support, and call center operations.
• Must maintain NMLS registration or ability to obtain/maintain it.
• Strong leadership and mentoring abilities.
• Advanced communication and emotional intelligence skills.

Responsibilities

• Provide exceptional customer service and sales support to customers and prospects across phone, chat, video, and digital channels
• Engage and advise customers in a virtual environment to attract, retain, and grow relationships
• Deliver high-quality service by resolving inquiries related to deposit accounts, loans, fees, and digital services
• Educate and support customers in the use of digital banking tools
• Identify customer needs and refer clients to appropriate internal partners to deliver comprehensive solutions
• Manage inbound and outbound calls and de-escalate customer concerns using empathy and problem-solving skills
• Collaborate with and support team members through knowledge sharing, mentoring, and teamwork
• Consistently meet or exceed established customer engagement, sales, and referral goals

Skills

Customer Service

Sales Support

Digital Banking Tools

Leadership

Emotional Intelligence

Education

Associate’s degree or equivalent with specialized bank operations training

Tools

Microsoft Excel

Microsoft Word

Microsoft OneNote

Microsoft PowerPoint

Job description

• Provide exceptional customer service and sales support to customers and prospects across phone, chat, video, and digital channels
• Engage and advise customers in a virtual environment to attract, retain, and grow relationships
• Deliver high-quality service by resolving inquiries related to deposit accounts, loans, fees, and digital services
• Educate and support customers in the use of digital banking tools
• Identify customer needs and refer clients to appropriate internal partners to deliver comprehensive solutions
• Manage inbound and outbound calls and de-escalate customer concerns using empathy and problem-solving skills
• Collaborate with and support team members through knowledge sharing, mentoring, and teamwork
• Consistently meet or exceed established customer engagement, sales, and referral goals

Requirements

• Associate’s degree or equivalent experience normally required with specialized bank operations training/education
• At least 4 years of related experience is normally required, with 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
• Proficient in PC and technical applications, including Microsoft Excel, Word, OneNote, and PowerPoint
• Must maintain NMLS registration or the ability to obtain and maintain it

Core Competencies

Demonstrates expertise in customer service and sales support, with a strong focus on digital banking tools and effective communication. Proven ability to engage customers, resolve inquiries, and collaborate with team members to achieve sales and referral goals.

Highest-signal resume keywords

• Customer Service
• Sales Support
• Digital Banking Tools
• Leadership
• Emotional Intelligence

Hard Skills

• Bank Products
• Call Center Operations
• Mathematical Aptitude
• General Accounting Knowledge
• Customer Engagement

Soft Skills

• Coaching
• Mentoring
• Problem-Solving
• Empathy
• Teamwork

Certifications & Qualifications

• NMLS Registration

Industry Keywords

• Customer Inquiries
• Deposit Accounts
• Loans
• Fees
• Digital Services

Tools & Technologies

• Microsoft Excel
• Microsoft Word
• Microsoft OneNote
• Microsoft PowerPoint