Virtual Banker

Park State Bank•Minneapolis, MN

19h•$22 - $24•Onsite

About The Position

The Virtual Banker provides exceptional banking services to clients through phone, video conferencing, chat, and email. The role assists clients with financial needs, answers inquiries, provides guidance, and offers solutions to enhance their banking experience. The Virtual Banker should have a strong understanding of banking products, excellent communication skills, and a commitment to outstanding service in a virtual environment. Routine transaction processing duties may be performed as needed, and the employee may rotate between locations. This is an in-person, non-remote position at Park State Bank offices in Minnesota. Park State Bank’s core values are Growth, Teamwork, Responsive, Transparent, and Innovative. Its mission is to deliver exceptional client service, strategic banking solutions, and a community-friendly experience. The role is expected to support these values and the bank’s commitment to superior customer service, continued growth, and organizational success.

Requirements

High school diploma or equivalent.
Previous experience in a contact center environment.
Strong written and verbal communication and interpersonal skills.
Customer-service focus and ability to communicate clearly, concisely, and pleasantly.
Ability to maintain confidentiality of customer information.
Ability to work independently in a virtual environment and collaborate with a remote team.
Resourcefulness, organization, ability to manage distractions, and attention to detail.
Problem-solving abilities and ability to manage a fast-paced environment, deadlines, multiple tasks, and changing priorities.
Knowledge of banking products, services, and regulatory compliance.
Proficiency with virtual communication tools, including video conferencing, chat, and email.
Ability to handle stressful situations while remaining calm and precise.
Ability to work with all levels of management, bank vendors, employees, and clients.
Ability to exchange accurate information orally and in written English.
Valid driver’s license and reliable transportation for possible weekly travel to regional branches.
Ability to work in an indoor office setting, remain stationary 50% of the time, occasionally move around the office, and frequently exert up to 20 pounds of force or constantly exert a negligible amount of force.
Ability to operate a computer and other office productivity equipment.
Must be able to work in person at Park State Bank offices in Minnesota; the position is non-remote.

Nice To Haves

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

Responsibilities

Provide personalized, professional banking support through phone, video conferencing, chat, and email.
Use virtual banking platforms and applications, and help clients troubleshoot online and mobile banking issues such as login problems and technical errors.
Assist clients with account activities, including transfers, account maintenance, debit card inquiries, and enrollment in self-service products.
Use working knowledge of the organization’s products to meet department productivity and quality standards.
Investigate and resolve client complaints, issues, and inquiries in a timely and efficient manner.
Collaborate with other departments to resolve complex client issues and ensure a seamless customer experience.
Follow banking regulations, policies, and procedures during client interactions.
Maintain accurate records of client interactions, transactions, and issue resolutions.
Maintain service quality and contribute to continuous improvement of virtual banking processes.
Perform routine transaction processing duties as needed.
Perform other duties as assigned and rotate between locations as needed.
Meet or exceed quarterly goals established by the immediate supervisor, maintain confidentiality, follow policies and procedures, participate in bank training, and comply with regulations.
Travel to regional branches weekly when required.