Назад
Company hidden
2 дня назад

Relationship Manager I (Banking)

65 296 - 104 304$
Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Relationship Manager I (Banking): Acquiring and deepening small business and personal client relationships through financial advice, banking products, and disciplined sales practices with an accent on portfolio growth, client service, and regulatory compliance. Focus on building new business, cross-selling deposits, investments, and credit solutions, managing lending risk, and developing community and professional relationships.

Location: In office at 1180 Broadway, Oakland, California, US 94706

Salary: $65,296–$104,304 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services institution founded in 1954 and a subsidiary of Royal Bank of Canada.

What you will do

  • Acquire new small business and personal banking clients and deepen existing relationships through tailored financial advice.
  • Manage a client portfolio, identify needs, and cross-sell deposits, investments, credit, and other banking solutions.
  • Deliver consistent client service, resolve escalations, and coordinate with internal banking partners.
  • Develop and execute a business development plan through networking, community involvement, and professional activities.
  • Apply critical thinking and financial analysis to provide recommendations and manage lending and business risks.
  • Comply with bank policies, credit procedures, and regulatory requirements including the Bank Secrecy Act, KYC, CRA, and fair lending practices.

Requirements

  • Bachelor's degree or equivalent.
  • At least 3 years of direct sales experience.
  • At least 3 years of experience in a financial institution.
  • Knowledge of personal and business banking products, financial statements, negotiation, and the economic environment.
  • Strong understanding of regulatory and compliance requirements, including CIP and KYC.
  • Must be in good standing under the SAFE Act and registered or eligible to register with the Nationwide Mortgage Licensing System and Registry.

Culture & Benefits

  • Medical, dental, and vision coverage available from the first month following the start date.
  • 401(k) company matching contribution.
  • Tuition reimbursement, internal training, and upskilling resources.
  • Vacation, sick, and volunteer time benefits.
  • Health and family planning programs, including fertility and specialized support benefits.
  • Career mobility support and colleague resource groups for networking and community engagement.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →