Virtual Banking Advisor & Relationship Builder

Peoples Security Bank & Trust Company; Moosic (Lackawanna County); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Peoples Security Bank & Trust Company seeks a Virtual Banker to deliver exceptional customer service and sales support across phone, chat, video, and digital channels. The hybrid role requires on-site training and two days per month attendance, with candidates residing within a reasonable commuting distance of Moosic, PA.

You will resolve inquiries about deposits, loans, fees, and digital services, educate customers on digital tools, and refer clients to internal partners for comprehensive

Qualifications

• Associate degree or equivalent experience; bank operations training considered.
• 4+ years in customer service, sales support, or call center roles.
• Familiarity with digital banking tools and financial products.
• NMLS registration or ability to obtain if required.

Responsibilities

• Engage customers virtually to attract, retain, and grow relationships.
• Resolve deposit, loan, fee, and digital service inquiries with accuracy.
• Educate customers on digital banking tools and adoption.
• Refer clients to internal partners to deliver comprehensive solutions.
• Handle inbound/outbound calls and perform follow-ups with empathy.
• Document interactions and referrals in bank systems; meet targets.
• Maintain knowledge of products, policies, and risk procedures.

Skills

Customer service

Sales support

Communication

Problem solving

Time management

Coaching

Education

Associate degree

Tools

Excel

Word

OneNote

PowerPoint

Job description

Peoples Security Bank & Trust Company seeks a Virtual Banker to deliver exceptional customer service and sales support across phone, chat, video, and digital channels. The hybrid role requires on-site training and two days per month attendance, with candidates residing within a reasonable commuting distance of Moosic, PA.

You will resolve inquiries about deposits, loans, fees, and digital services, educate customers on digital tools, and refer clients to internal partners for comprehensive