Virtual Banker

Park State Bank • Virginia, MN

3d • Onsite

About The Position

The Virtual Banker provide exceptional banking services to our clients through virtual channels, such as phone, video conferencing, chat, and email. This role assists clients with their financial needs, answers inquiries, provides guidance, and offers solutions to enhance their banking experience. The selected candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering outstanding customer service in a virtual environment. The role performs routine transaction processing duties as needed for support. As needed, this role may rotate between locations.

Requirements

• Must be proficient in using virtual communication tools, including video conferencing, chat, and email.
• Strong interpersonal and communication skills, both written and verbal.
• Customer service focused
• Maintain confidentiality of customer information
• Resourceful, well organized and ability to manage distractions
• Proficiency in using virtual communication tools, including video conferencing, chat, and email.
• Knowledge of banking products, services, and regulatory compliance.
• Problem-solving abilities and attention to detail.
• Ability to work independently in a virtual environment and collaborate with a remote team.
• High school diploma or equivalent
• Previous experience in a contact center environment
• This position requires in-person work at our Park State Bank offices located in Minnesota. This is a non-remote position.

Nice To Haves

• Previous experience in a banking or financial services role is an asset.
• Post-secondary education preferred but not required

Responsibilities

• Virtual Customer Service: Provide personalized and professional banking support to clients through virtual communication channels, such as phone, video conferencing, chat, and email.
• Digital Tools: Demonstrate proficiency in using virtual banking platforms and applications. Assist clients in troubleshooting issues related to online and mobile banking platforms, including login problems and technical errors.
• Account Management: Assist clients with account-related activities, including transfers and maintenance, debit card inquiries, questions and requests regarding enrollment in self-service products. Utilize a working knowledge of the organization’s products to meet department productivity and quality standards.
• Problem Solving: Investigate and resolve client complaints, issues, and inquiries in a timely and efficient manner.
• Collaboration: Collaborate with other departments to resolve complex client issues and ensure a seamless customer experience.
• Compliance: Ensure strict adherence to all banking regulations, policies, and procedures during client interactions.
• Documentation: Maintain accurate records of client interactions, transactions, and issue resolutions.
• Quality Assurance: Maintain a high standard of service quality and contribute to the continuous improvement of virtual banking processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED