
Virtual Banker (Bilingual) - 4563148
PEOPLES SECURITY BANK AND TRUST COMPANY
Moosic, PA · HybridJobSeen todaySeen in employer's feed today
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Job overview
Virtual Bankers provide customer service and sales support across phone, chat, video, and digital channels. They understand customer needs, offer tailored financial solutions, build relationships, and support daily operations. This hybrid position requires on-site attendance for training and two days per month thereafter. Candidates must live within a reasonable commuting distance of Moosic, Pennsylvania, and work a rotating Saturday schedule.
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Full job description
Description: General Responsibilities Virtual Bankers provide exceptional customer service and sales support to customers and prospects across phone, chat, video, and digital channels. They focus on understanding customer needs, providing tailored financial solutions, deepening relationships, and supporting daily operational activities - while reinforcing the Bank???s One Bank/One Team/One Brand culture. This is a hybrid position that requires on-site attendance for training and, thereafter, two days per month. Candidates must reside within a reasonable commuting distance of Moosic, PA. Essential Functions The following duties are representative of the essential functions of the position. Engage and advise customers in a virtual environment to attract, retain, and grow relationships through inbound and outbound interactions. Deliver high-quality service by resolving inquiries related to deposit accounts, loans, fees, and digital services with accuracy and professionalism. Educate and support customers in the use of digital banking tools and technology-based services to promote confidence and adoption. Identify customer needs and refer clients to appropriate internal partners (Loans, Cash Management, Merchant Services, Wealth Management) to deliver comprehensive solutions. Support onboarding outreach, follow-up communications, and participation in targeted sales and relationship-building campaigns. Manage inbound and outbound calls; de-escalate customer concerns using empathy and problem-solving skills. Utilize bank systems and MyPSBT to document interactions, track referrals, and manage follow-up activities. Maintain current knowledge of bank products, services, systems, and procedures; participate in ongoing training and development. Collaborate with and support team members through knowledge sharing, mentoring, and teamwork. Consistently meet or exceed established customer engagement, sales, and referral goals. Adhere to all bank policies, procedures, regulatory requirements, and risk management practices; support audit and examination requests as needed. Maintain NMLS registration or the ability to obtain and maintain registration, when required. Scheduling : A rotating Saturday schedule is required Ancillary Duties Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative View the full job description on the employer's website. Equal employment opportunity, including veterans and individuals with disabilities. PI287538147 / 43-4051.00 Customer Service Representatives
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