Virtual Banking Customer Relations Pro

Fsbwa

Aberdeen, Northern (WA, KY)

Hybrid

USD 42,000 - 45,000

Full time

6 days ago
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Benefits offered by this job

Full medical, dental, and vision
Life insurance
Long-term disability insurance
401K matching program
Paid sick and vacation time

Job summary

1st Security Bank seeks a customer service professional to provide a virtual branch experience, handling inquiries about products and services and assisting with digital lending questions. You will help deliver solutions and ensure customer satisfaction.

Ideal candidates have at least a year in a financial institution, understand BSA/AML basics, and are comfortable with Microsoft Office. This role emphasizes accuracy, communication, and teamwork within a supportive, values-driven environment.

Qualifications

  • High school diploma or equivalent and at least one year experience within a financial institution preferred.
  • Knowledge of the Bank Secrecy Act and AML policies, procedures and related programs.
  • Must be bondable.

Responsibilities

  • Provide customers with a virtual branch experience and respond to inquiries about products and services.
  • Assist with consumer digital products and lending questions; help resolve customer dissatisfaction.
  • Cross-sell and refer across bank business lines; identify opportunities to deepen relationships.
  • Adhere to policies and procedures and evaluate risk; ensure accuracy and thorough follow-up.
  • Communicate professionally, both orally and in writing, with customers and colleagues.

Skills

Customer service
Communication skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

1st Security Bank seeks a customer service professional to provide a virtual branch experience, handling inquiries about products and services and assisting with digital lending questions. You will help deliver solutions and ensure customer satisfaction.

Ideal candidates have at least a year in a financial institution, understand BSA/AML basics, and are comfortable with Microsoft Office. This role emphasizes accuracy, communication, and teamwork within a supportive, values-driven environment.

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