Remote Family Banker Jobs
Remote family banker jobs are actively posted across the U.S., with remote-first firms and distributed financial services teams hiring for this role in sectors including banking, insurance, and wealth management. Employers hiring remotely right now include Huntington Bank, United Community Bank, and First Bank. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 215+ Remote Family Banker jobs
Description
Summary:
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.
Duties & Responsibilities:
- Providing excellent customer service and effectively resolving customer issues.
- Being proficient in understanding and educating customers on consumer deposit products.
- Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
- Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
- Adhering to all operational, security, risk and regulatory policies and procedures.
- Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
- Other duties as assigned.
Basic Qualifications:
- High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.
Preferred Qualifications:
- 1 year or more in customer service in banking, financial services or goal driven retail sales.
- Cash handling skills. Comfort with technology such as mobile services and online banking services.
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
Workplace Type:
OfficeOur Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Description
Summary:
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.
Duties & Responsibilities:
- Providing excellent customer service and effectively resolving customer issues.
- Being proficient in understanding and educating customers on consumer deposit products.
- Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
- Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
- Adhering to all operational, security, risk and regulatory policies and procedures.
- Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
- Other duties as assigned.
Basic Qualifications:
- High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.
Preferred Qualifications:
- 1 year or more in customer service in banking, financial services or goal driven retail sales.
- Cash handling skills. Comfort with technology such as mobile services and online banking services.
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
Workplace Type:
OfficeOur Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
See All 215+ Remote Family Banker Jobs
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Find Remote Family Banker JobsRemote Family Banker Job Market
Who's Hiring
- Huntington Bank177
- United Community Bank19
- First Bank5
- Ameris Bank3
- Deutsche Bank2
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in remote family banker jobs.
- One to three years of retail banking or financial services customer-facing experience
- Proven record of meeting or exceeding sales and referral goals in a branch environment
- Bachelor's degree in finance, business, or a related field, or equivalent banking experience
- Active Series 6 or Series 7 license, or willingness to obtain within a set timeframe
- Proficiency with core banking platforms and CRM tools used in branch operations
- Strong consultative communication skills for identifying and addressing client financial needs
Tips for Your Remote Family Banker Job Search
Apply early to remote roles that fit
Migrate Mate lists remote family banker openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Show clients you can work asynchronously
Remote family banker employers look for candidates who handle client follow-ups, financial plan updates, and document requests through written channels. Highlight any experience managing client relationships over email, secure messaging, or video calls rather than in-person meetings.
Get licensed before you apply remotely
Remote family banker roles often require a Series 6, Series 7, or state insurance license on day one because there's no on-site supervisor to cover you while you study. Holding an active license signals to remote employers that you can work independently from the start.
Prepare for video-based client scenario interviews
Remote hiring managers for family banker roles frequently run live scenario interviews over video to test how you present financial products and handle objections without physical handouts or whiteboards. Practice walking through a needs-analysis conversation on camera before your first remote interview.
Remote Family Banker Jobs: Frequently Asked Questions
How do I get a remote family banker job?
Target companies that already operate distributed financial services teams, such as remote-first banks, digital credit unions, and online wealth management firms. Remote employers screen for self-direction, clear written communication, and the ability to build client relationships without face-to-face contact. Demonstrating experience with virtual client meetings, digital financial planning tools, and async communication gives your application a real edge.
Which companies hire remote family bankers?
Remote family banker roles are posted by Huntington Bank, United Community Bank, and First Bank and others right now, based on current remote listings on Migrate Mate as of November 2026. The employers hiring most consistently are remote-first financial institutions, distributed retail banking teams, and insurance and wealth management firms with nationwide client bases.
Can you get a remote family banker job with no experience?
Yes, but remote entry-level family banker roles are harder to land because employers expect you to manage client relationships independently from day one. Remote-first digital banks and fintech companies are more open to entry-level candidates. Showing completed financial planning coursework, a relevant certification like a Series 6 or 7, or customer-facing work in any remote setting can open the door.
Do you need a degree for remote family banker jobs?
Not always. Many remote employers weigh demonstrated client relationship skills, financial product knowledge, and relevant licensing alongside or instead of a degree. A strong record of meeting financial goals, proficiency with digital banking platforms, and credentials such as a CFP or relevant securities license often matter more to remote hiring managers than the degree itself.
Which industries hire the most remote family bankers?
Remote family banker roles concentrate in Banking & Financial Services, based on current remote listings on Migrate Mate as of November 2026. These sectors hire family bankers remotely because they serve geographically dispersed client bases and have built distributed teams capable of delivering financial advisory services without a physical branch.
See All 215+ Remote Family Banker Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Family Banker Jobs