Virtual Banker

Park State Bank - Duluth, MN

Full-time - Entry Level

Duluth, MN

Credit Intermediation and Related Activities

About the position

The Virtual Banker at Park State Bank is responsible for providing exceptional banking services to clients through virtual channels such as phone, video conferencing, chat, and email. This role focuses on assisting clients with their financial needs, answering inquiries, and offering solutions to enhance their banking experience. The ideal candidate will possess a strong understanding of banking products, excellent communication skills, and a commitment to outstanding customer service in a virtual environment.

Responsibilities

• Provide personalized and professional banking support to clients through virtual communication channels.
• Demonstrate proficiency in using virtual banking platforms and applications.
• Assist clients in troubleshooting issues related to online and mobile banking platforms.
• Assist clients with account-related activities, including transfers and maintenance.
• Investigate and resolve client complaints, issues, and inquiries in a timely manner.
• Collaborate with other departments to resolve complex client issues.
• Ensure strict adherence to all banking regulations, policies, and procedures during client interactions.
• Maintain accurate records of client interactions, transactions, and issue resolutions.
• Contribute to the continuous improvement of virtual banking processes.

Requirements

• High school diploma or equivalent.
• Previous experience in a banking or financial services role is an asset.
• Proficient in using virtual communication tools, including video conferencing, chat, and email.
• Strong interpersonal and communication skills, both written and verbal.
• Customer service focused with the ability to maintain confidentiality of customer information.
• Resourceful, well organized, and able to manage distractions.
• 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.

Nice-to-haves

• Post-secondary education preferred but not required.
• Experience in a contact center environment.

Benefits

• Flexible work options across multiple office locations.
• Opportunities for professional development and training.