Virtual Banking Assistant lll – Plano, TX

Why Consider this Job Opportunity:

– Opportunity for career development and training
– Competitive pay and benefits package
– Chance to build lasting relationships with customers and provide exceptional customer service
– Collaborative work environment with opportunities to partner with specialists in different areas
– Access to self-service options for customers to manage their accounts 24/7
– Adherence to policies, procedures, and regulatory banking requirements

What to Expect (Job Responsibilities):

– Manage assigned customers and build lasting relationships virtually
– Offer tailored product and service recommendations to address customer’s financial needs
– Share and set up self-service options for customers to access their accounts anytime
– Connect customers to specialists for specialized financial needs
– Adhere to policies, procedures, and regulatory banking requirements

What is Required (Qualifications):

– Act with a customer-first attitude and deliver exceptional customer experience
– Ability to make personal connections and build trust with customers
– Excellent communication skills, both written and verbal
– Strong desire to educate and connect customers to technology
– Ability to learn quickly and accurately and deliver solutions that meet customer’s needs

How to Stand Out (Preferred Qualifications):

– At least one year experience as a Virtual Banker II or in retail banking sales, financial services sales, or consultative relationship sales
– College degree or military equivalent strongly preferred
– Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration, and life licenses required
– Ability to work flexible hours, including weekends and evenings
– Compliance with Dodd Frank/Truth in Lending Act