Virtual Banking Assistant II - Columbus, OH

Remote, USA Full-time Posted 2025-02-21

Employer Industry: Banking

Why Consider This Job Opportunity...
? Opportunity for career growth and the chance to make a significant impact in the company
? Competitive pay with opportunities for revenue generation
? Excellent benefits package
? Supportive team environment with a commitment to diversity and inclusion
? Ability to build lasting relationships with clients and experts in the field

What To Expect (Job Responsibilities)
? Manage banking relationships through an advice-based approach
? Acquire and deepen client relationships using a value-added, relationship-oriented approach
? Engage and educate customers, establish trust, and build lasting relationships
? Partner with Specialists to connect customers to experts for specialized financial needs

What Is Required (Qualifications)
? 1+ year of Banker or equivalent experience in financial services
? High school degree, GED, or foreign equivalent
? Outstanding financial planning skills and adherence to regulatory requirements
? Strong team orientation with a commitment to a long-term career
? Excellent written and verbal communication skills

How To Stand Out (Preferred Qualifications)
? Excellent communication skills
? College degree or military equivalent
? Experience cultivating relationships with affluent clients
? Strong team orientation with a commitment to a long-term career

#Banking #FinancialServices #CareerGrowth #CompetitivePay #DiversityandInclusion

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

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