Virtual Banking Advisor

SUMMARY The Virtual Banking Advisor I is responsible for delivering branch-quality banking services through virtual and digital channels, including Face2Face (Interactive Teller Machine) interactions, video appointments, online account opening, chat, email, and phone support. This role combines traditional banking expertise with digital delivery methods to assist clients with transactions, account maintenance, online banking services, new account opening, and resolution of client inquiries. This is an in-person, on-site position. The Virtual Banking Department provides clients with convenient access to banking services through video, Interactive Teller Machines (ITMs), digital channels, and online account opening platforms. The department extends the branch experience beyond physical locations by offering personalized service, transactions, account opening, and banking support through technology-enabled channels. ESSENTIAL DUTIES AND RESPONSIBILITES Assists/Advises clients by electronic delivery systems with transactions via Face2Face (ITM), video calls, phone calls, chat, and/or email. Responsible for knowledge and expertise in utilizing client interface technology, electronic delivery systems and numerous software applications used by the Bank. Assists/Advises clients by electronic delivery systems with new account services (including additions or changes in client accounts). Proactively cross sells via electronic delivery systems by identifying sales opportunities and follows referral procedures Responds to client inquiries via electronic delivery systems for information and helps to resolve client questions/ issues/complaints in a courteous, timely manner. Monitor and work within a team environment to ensure queues are handled within established departmental standards. Projects a positive and highly professional image of the Bank by providing high quality client service. Reviews electronic banking reports and processes as applicable. Maintains pending online account opening applications. Achieves established goals, both individual and departmental. Completes customer research requests. Appropriately uses supervisory authority in support of certain product transactions. Complete all internal Company training as assigned and required. Adhere to the Company\'s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information. Exhibit the ability and desire to embrace and enhance the Company culture. GENERAL EXPECTATIONS Protects the confidentiality of all financial data relating to bank operations and their clients. Demonstrate professionalism, accuracy, and discretion in handling sensitive client and operational information. Maintain a deep understanding of Charlesbridge\'s banking platforms, policies, and compliance priorities. Participate in ongoing training and development to remain current with digital banking technologies and best practices. Adheres to the CARE model, demonstrating Client Focus, Accountability, Respect, and Excellence. Available to work flexible hours 7AM-7PM, including Saturday 7AM-2PM. Other duties, both related and unrelated to the above, may be assigned and, therefore, required. Partial description, click MORE INFORMATION to view full description.