Virtual Banking Assistant II - Columbus, OH
Posted 2025-04-06Employer 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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