Virtual Banker II- Plano, TX

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.

You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion.

This role offers a chance for career growth and the opportunity to make a significant impact in our company.

As a Virtual Banking Assistant II in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs.

You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate.

You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities


* Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs


* Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships


* Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships


* Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills



* 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation


* High school degree, GED, or foreign equivalent


* Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements


* Strong team orientation with a commitment of long-term career with the firm


* Excellent written and verbal communication skills

Preferred qualifications, capabilities, and skills


* Excellent communication skills


* College degree or military equ...