Virtual Financial Manager jobs in United States
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First Federal Bank · 2 months ago

Virtual Financial Manager

First Federal Bank is committed to community-focused banking and is seeking a Virtual Financial Manager to lead their virtual branch operations. This role is responsible for ensuring high-quality customer service and relationship support online, while managing a team and overseeing daily operations.

BankingFinanceFinancial Services

Responsibilities

Lead and manage the daily operations of the virtual branch to ensure efficient, compliant, and customer-centered service delivery
Coach, motivate, and develop virtual branch staff to achieve sales and service goals
Foster a culture of relationship banking in a virtual environment — ensuring each customer interaction is personal, professional, and solutions-focused
Oversee virtual account openings, lending referrals, service requests, and virtual customer onboarding
Monitor performance metrics including response times, service quality, deposit growth, and customer satisfaction
Partner with other financial managers and departments to ensure consistent service standards, efficient referrals, and coordinated customer support
Collaborate with Marketing and Retail leadership to promote the virtual branch and virtual banking capabilities
Maintain compliance with all regulatory requirements, internal policies, and security standards
Ensure effective KYC/AML procedures, virtual signature verification, and record retention processes are followed
Identify opportunities for process improvements and work closely with operations and IT to enhance efficiency and user experience
Participate in community outreach through virtual seminars, online financial education sessions, and other virtual engagement opportunities
Supervise and support virtual branch team members including virtual bankers and service representatives
Provide ongoing training, guidance, and performance feedback
Maintain a positive and collaborative team environment focused on accountability, communication, and customer care
Ensure proper staffing coverage and scheduling to meet customer demand
Serve as a role model for the bank’s mission, values, and service standards

Qualification

Banking experienceBranch managementRetail banking knowledgeCRM systems proficiencyAnalytical skillsLeadership skillsCustomer experience focusBilingualCommunication skillsProblem-solving skills

Required

Minimum of 5 years' banking experience with 2 or more years in a branch management or supervisory role
Strong knowledge of retail banking products, services, and regulatory requirements
Proven leadership, coaching, and communication skills
Technologically proficient; comfortable using CRM systems, virtual banking tools, and video platforms
Strong analytical and problem-solving skills with the ability to make sound decisions in a fast-paced environment
Commitment to delivering exceptional customer experience and building long-term relationships

Preferred

Experience managing or supporting online service channels strongly preferred

Benefits

Four Medical Plan Offerings to choose from
Employer HSA Contributions (Coverage/Plan exclusions)
Employer Provided Life Insurance Policy
Annual Health Incentive
Annual Wellness Reimbursement
Tuition Reimbursement program
Generous Match 401k Retirement Plan
Paid Sick Leave
Paid Vacation Leave
11 Paid Holidays Based on the Federal Reserve Calendar

Company

First Federal Bank

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First Federal Bank is a community-based mutual bank that provides online banking and debit card services.

Funding

Current Stage
Late Stage

Leadership Team

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John Medina
Chief Executive Officer
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David Brewer
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase