Virtual Assistant

You'll contribute significantly to the success of the Virtual Branch and helping clients by:


Providing strong customer service, offering advice and sharing products and services to help clients meet their financial needs
Must be willing to work in an environment that requires a mix of phone-based and video based customer interaction
Engaging clients over the phone and video both inbound and outbound
Making clients feel appreciated and being their advocate
Listening carefully and assisting clients with their questions or issues
Showing initiative and proactively preventing problems for our clients
Making customers lives easier by sharing and setting up self-service options so that they can access their accounts how, when and where they want
Ability to maintain success in an ever changing environment
Strong email communication - including appropriate use of spelling, grammar and professionalism
Be able to work in a call center environment
Desired Skills:


Deliver exceptional customer experience by acting with a client-first attitude
Ability to make personal connections, engage and educate clients, ask open-ended questions and listen to establish trust and build lasting relationships
Display confidence with clients when sharing advice, product knowledge and solutions
Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach
Excellent communication skills - in person, over the phone and through email
Proven ability to tailor features and benefits of products and services to clients with differing needs
Ability to educate and connect clients to technology solutions
Operate within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training
Professional, thorough and organized with strong follow-up skills
Engage and partner with team members and other lines of business to offer most appropriate solutions
Ability to learn products, services and procedures quickly and accurately
Minimum 6 months customer service experience is required
Preferred experience in:
Retail banking
Financial services
Consultative customer relationship role in a related industry, with proven success, deepening client relationships and delivering results
College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required
Ability to work Virtual Branch hours, including evenings and some weekends
Bilingual in English and Spanish required
To be considered for this role, you may be asked to complete a video interview powered by Zoom
This is not a remote position