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Virtual Banker, Bilingual
Peoples Security Bank & TrustVirtual Banker providing customer service and sales support through digital channels. This hybrid role requires on-site attendance for training and occasional office visits.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and sales support, with a strong focus on digital banking tools and effective communication. Proven ability to engage customers, resolve inquiries, and collaborate with team members to achieve sales and referral goals.
Highest-signal resume keywords
Customer ServiceSales SupportDigital Banking ToolsLeadershipEmotional Intelligence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Bank ProductsCall Center OperationsMathematical AptitudeGeneral Accounting KnowledgeCustomer Engagement
Soft Skills
CoachingMentoringProblem-SolvingEmpathyTeamwork
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft OneNoteMicrosoft PowerPoint
Certifications & Qualifications
NMLS Registration
Industry Keywords
Customer InquiriesDeposit AccountsLoansFeesDigital Services
About the role
Key responsibilities & impact- Provide exceptional customer service and sales support to customers and prospects across phone, chat, video, and digital channels
- Engage and advise customers in a virtual environment to attract, retain, and grow relationships
- Deliver high-quality service by resolving inquiries related to deposit accounts, loans, fees, and digital services
- Educate and support customers in the use of digital banking tools
- Identify customer needs and refer clients to appropriate internal partners to deliver comprehensive solutions
- Manage inbound and outbound calls and de-escalate customer concerns using empathy and problem-solving skills
- Collaborate with and support team members through knowledge sharing, mentoring, and teamwork
- Consistently meet or exceed established customer engagement, sales, and referral goals
Requirements
What you’ll need- Associate’s degree or equivalent experience normally required with specialized bank operations training/education
- At least 4 years of related experience is normally required, with demonstrated success in customer service, sales support, and call center operations
- Strong leadership, coaching, and mentoring abilities
- Advanced communication and emotional intelligence skills
- Solid mathematical aptitude and general accounting knowledge
- Advanced understanding of bank products, procedures, and digital banking tools
- Proficient in PC and technical applications, including Microsoft Excel, Word, OneNote, and PowerPoint
- Must maintain NMLS registration or the ability to obtain and maintain it
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
- Health insurance