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Sarah Jenkins
Remote Personal Banker jobs in the United States
Job type
Min. salary, $/year
Level
The financial services industry across the USA continues to seek skilled professionals for personalized banking experiences. Banks and credit unions are expanding digital operations, creating 163 open positions for a remote personal banker who can manage client relationships without geographic limits. This shift reflects growing demand for personal banker remote jobs that combine flexibility with meaningful client interaction.
Successful candidates bring strong communication skills, a solid understanding of banking products, and the ability to build trust virtually. Employers evaluating personal banker vacancies look for candidates comfortable using digital banking platforms, CRM tools, and video conferencing to guide clients through loans and investment options. Compliance knowledge, problem-solving ability, and a customer-first mindset remain essential, since every interaction shapes client retention.
Remote personal banker roles in the USA typically involve secure virtual workstations, flexible scheduling, and collaboration with branch teams through cloud-based systems. As financial institutions embrace remote models, these positions are becoming increasingly common nationwide, letting candidates serve clients across multiple states from home. This trend reflects a broader shift toward accessible, technology-driven banking careers.
If you are ready to advance your career and help clients reach their financial goals, now is the time to explore personal banker opportunities. Global Work AI connects motivated professionals with employers eager to hire a personal banker who values flexibility and client care. Discover a rewarding remote career waiting for you today.
M&T Bank
Develop new banking relationships and service existing clients through remote activities. Collaborate with branch partners to maximize sales and cross-sell bank products. Evaluate credit information and recommend loan structures to manage risk.
remote, VT, United States$86k/yrFull TimeJunior (<2 years)
COR Financial Partners
Analyze clients' financial data to provide tailored recommendations. Develop and implement investment strategies aligned with clients' goals and risk tolerance. Assist with estate planning, ensuring compliance with laws. Maintain client relationships through effective communication and service.
remote, United StatesFull TimeEntry with Degree
Barr District - New York Life
Develop and maintain client relationships, provide financial advice, and create tailored financial plans. Lead and mentor a team of financial professionals while driving sales and business development initiatives.
remote, United StatesFull TimeJunior (<2 years)
General Electric Credit Union
Engage with members to identify financial goals and recommend appropriate GECU products. Manage a book of business to meet sales and service targets through virtual consultations. Facilitate consumer loan applications, including credit evaluation and document collection.
remote, KY, United StatesFull TimeJunior (<2 years)Barr District - New York Life
Build and manage a personal client base and financial practice. Develop leadership and coaching skills while mentoring future financial professionals. Drive team performance and accountability, progressing toward management roles by meeting production and licensing milestones.
remote, Frisco, TX, United StatesFull TimeEntry with Degree
TRUE Community Credit Union
Deliver exceptional service through phone, chat, email, and Interactive Teller Machines (ITMs). Assist members with transactions such as deposits, withdrawals, and loan payments. Educate members on digital banking services and identify opportunities to improve their financial well-being.
remote, Jackson, MI, United States$39k – $46k/yrFull TimeJunior (<2 years)
Xperteez Technology
Review and provide feedback on personal financial planning scenarios. Evaluate investment strategies and financial recommendations tailored to clients. Analyze financial situations involving savings, investments, and tax planning.
remote, United StatesFull TimeJunior (<2 years)
Alkami Technology
Define strategic solutions for lending engagements, advise stakeholders on lending strategy, and optimize credit origination workflows. Lead customer discovery sessions to finalize business and technical requirements for software implementation.
remote, United States$140k – $175k/yrFull TimeSenior (5+ years)
U.S. Bank
Develop and manage a pipeline of sales opportunities within the Business Banking segment. Execute merchant sales strategies and successful sales campaigns. Provide activity reporting to leadership and maintain relationships with key stakeholders and bank partners.
remote, IL, United States$91k – $112k/yrFull TimeSenior (5+ years)
GIA Legacy Planning
Provide mentorship and training on Infinite Banking, tax-free wealth strategies, and life insurance products. Assist clients in eliminating debt, building savings, and planning for generational wealth.
remote, Park City, UT, United StatesFull TimeJunior (<2 years)
Zeiders Enterprises, Inc.
Provide one-on-one financial counseling and education to service members and families. Coordinate and deliver Personal Financial Management classes and workshops on topics such as budgeting, credit management, and retirement planning.
remote, United StatesFull TimeJunior (<2 years)
Red Ventures
Guide borrowers through the mortgage process from initial conversation to application and pre-approval. Share insights on borrower misunderstandings and provide feedback on product ideas. Participate in video discussions with the product team to improve borrower guidance.
remote, United States$403k/yrPart TimeJunior (<2 years)
Climate First Bank
Promote consumer lending, deposit gathering, and non-interest income initiatives for the Digital Branch. Facilitate digital client onboarding, support, and maintain ownership of customer inquiries. Assist management with sales campaigns, new technology rollouts, and internal training.
remote, United StatesFull TimeMiddle (2-4 years)
Blossom
Support sales teams by understanding client needs and delivering product demonstrations and proof-of-concepts. Collaborate with clients to analyze banking processes and recommend configurations and digital transformation strategies.
remote, FL, United States$90k – $105k/yrFull TimeSenior (5+ years)
Magellan Health
Provide personal financial counseling services to military service members and their families, including one-on-one counseling and conducting workshops. Develop financial materials and assist in establishing spending plans.
remote, AR, United States$58k – $94k/yrPart TimeMiddle (2-4 years)U.S. Bank
Build and strengthen relationships with banking partners, develop new merchant services opportunities, and manage a defined sales territory. Utilize Salesforce for opportunity management, prospect for new business, and present customized payment solutions to clients.
remote, CA, United States$80k – $98k/yrFull TimeJunior (<2 years)
Salinas Financial Group
Engage with clients to understand their financial goals and develop comprehensive financial plans. Recommend and implement insurance strategies to protect clients' assets and income. Monitor clients' financial plans and provide ongoing support, adjusting strategies as needed.
remote, CA, United StatesFull TimeEntry with Degree
Valley Bank
Develop new client relationships and expand existing ones, responding to business referrals. Maintain and grow assigned portfolios while cross-selling bank products. Negotiate lending agreement terms and prepare credit approval packages.
remote, AZ, United StatesFull TimeMiddle (2-4 years)
First National Bankers Bank
Solicit, negotiate, and service commercial loans and loan participations. Develop business relationships with correspondent banks, ensuring compliance with lending policies and regulations.
remote, AL, United StatesFull TimeJunior (<2 years)First National Bankers Bank
Develop new correspondent banking business with community financial institutions, focusing on deposit growth, electronic banking, and loans. Engage in business development activities, coordinate resources for maximum results, and review marketing strategies.
remote, AR, United StatesFull TimeJunior (<2 years)
S&T Bank
Manage complex commercial banking activities and relationships with customers. Prepare documentation for commercial loans, analyze financial data, and present to loan committees. Conduct business development activities to identify prospects and ensure compliance with loan policies.
remote, PA, United States$95k/yrFull TimeJunior (<2 years)
JPMorgan Chase & Co.
Coach and develop Financial Advisors to utilize a holistic goals-based planning approach. Lead strategies to convert leads into clients and maintain relationships. Manage day-to-day administrative and operational aspects of the business, ensuring alignment with strategic objectives.
remote, TX, United StatesFull TimeLead / Manager
City National Bank
Originate residential mortgage loans and expand referral networks. Conduct outside sales activities to prospect for new clients, provide loan counseling, and ensure timely processing of applications.
remote, TN, United States$60k – $85k/yrFull TimeSenior (5+ years)
Empower
Deliver personalized client experiences for high-net-worth clients, focusing on financial planning and investment strategy. Coordinate financial reviews, support planning campaigns, and identify opportunities to deepen client relationships.
remote, FL, United States$96k – $136k/yrFull TimeSenior (5+ years)
NBH Bank
Develop and execute the small business banking strategy, establish processes for client acquisition and retention, and identify market opportunities. Serve as the liaison between various banking departments, ensuring alignment with overall bank objectives.
remote, United StatesFull TimeLead / ManagerGateway First Bank
Develop new business relationships through prospecting and networking. Expand existing customer relationships by identifying opportunities for additional solutions. Conduct business reviews to understand customer needs and recommend banking solutions.
remote (anywhere)Full TimeVP / C-levelXperteez Technology
Review and provide feedback on personal financial planning scenarios. Evaluate investment strategies and retirement plans tailored to individual client needs. Analyze financial situations involving savings, investments, and tax planning.
remote, United StatesFull TimeJunior (<2 years)
BMO
Build and manage relationships with referral networks to generate mortgage business. Identify sales opportunities and execute marketing programs to drive results. Guide customers through mortgage applications and processing, ensuring compliance with regulations.
remote, United States$45k – $95k/yrFull TimeSenior (5+ years)Magellan Health
Provide personal financial counseling services to military service members and their families, including one-on-one counseling and conducting workshops. Develop financial materials and assist in establishing spending plans.
remote, TX, United States$58k – $94k/yrPart TimeMiddle (2-4 years)Magellan Health
Provide personal financial counseling services to military service members and their families, including one-on-one counseling and educational workshops. Develop financial materials and coordinate classes on various topics related to military life.
remote, FL, United States$58k – $94k/yrPart TimeMiddle (2-4 years)
The Federal Savings Bank
Offer loan solutions to customers while adhering to lending guidelines. Manage a customer relationship portfolio and seek opportunities for client retention and new client development. Ensure documentation compliance and gather customer information for analysis.
remote, United StatesFull TimeMiddle (2-4 years)
Truist Bank
Meet with clients virtually to assess needs and recommend financial solutions. Support the sales process through consultative conversations and referrals for complex needs. Conduct proactive outreach to clients, manage servicing issues, and achieve performance goals related to revenue growth.
remote, United StatesFull TimeJunior (<2 years)The Federal Savings Bank
Make outbound calls to warm leads using a dialer, support a Senior Vice President with lead generation, manage leads in CRM, and provide customer service to bankers and clients. Follow a training plan to advance to a mortgage banker role while applying sales techniques learned through coaching.
remote, NY, United StatesFull TimeJunior (<2 years)
Nexus Management
Make phone calls to voters and community members, engage in conversations about issues affecting working-class communities, and encourage civic participation. Accurately record call outcomes and follow campaign guidance and data privacy practices.
remote, NY, United States$43k/yrPart TimeJunior (<2 years)
Ameris Bank
Originate and close mortgage loans through direct sales activities with clients and referral sources. Maintain relationships with realtors, builders, and other agents. Counsel customers on mortgage products, assist with loan applications, and oversee the loan process.
remote, FL, United StatesFull TimeJunior (<2 years)
Commerce Bank
Manage a portfolio of commercial relationships, ensuring customer satisfaction and retention. Solicit new business opportunities and coordinate with product partners to cross-sell services.
remote, MN, United States$137k – $233k/yrFull TimeLead / Manager
Wisepath Group
Complete structured training and obtain necessary licenses. Develop client relationships through networking and referrals. Conduct discovery meetings to assess clients' financial goals and needs. Use financial modeling software to create recommendations and maintain accurate client records.
remote, Hunt Valley, MD, United States$50k/yrFull TimeJunior (<2 years)Magellan Health
Provide personal financial counseling services to military service members and their families, including one-on-one counseling and financial education. Develop and conduct workshops on financial management topics relevant to military life.
remote, United States$58k – $94k/yrPart TimeMiddle (2-4 years)Truist Bank
Coordinate with Private Client Group Financial Advisors to deliver banking and credit solutions for clients with over $1MM in investments. Develop and deliver presentations, monitor sales activity using CRM, and educate clients on Wealth credit and banking solutions.
remote, WV, United StatesFull TimeLead / ManagerAlkami Technology
Lead strategic commercial banking implementation engagements, advising financial institution stakeholders on solution design and operational alignment. Drive solution design activities by mapping client operations to Alkami platform capabilities and recommending improvements.
remote, United States$126k – $157k/yrFull TimeSenior (5+ years)10,000,000+ more jobs available!
