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7 дней назад

Financial Relationship Banker (Empire, MI)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Financial Relationship Banker (Empire, MI) (Banking and Financial Services): Supporting consumer and business customers by identifying financial goals and recommending deposit, loan, and other banking products with an accent on relationship development, customer service, and regulatory compliance. Focus on resolving customer issues, growing banking relationships through referrals and appointments, and educating customers on digital banking technology.

Location: Empire, MI, United States; office-based

Company

hirify.global provides banking products and services to consumer and business customers.

What you will do

  • Provide excellent customer service and resolve customer issues effectively.
  • Identify customer financial goals and recommend suitable deposit, loan, and other banking products.
  • Grow and retain customer relationships through appointments, referrals, follow-up programs, and a structured sales process.
  • Educate customers about online, mobile, and ATM banking technology.
  • Refer customers to other areas of the bank and maintain knowledge of products, services, technology, and policies.
  • Follow operational, security, risk, and regulatory policies and procedures.

Requirements

  • High school diploma or GED.
  • At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a qualifying military administration role.
  • Strong relationship-building, verbal and written communication, presentation, and customer service skills.
  • Knowledge of banking, investments, consumer lending, business banking, business lending, and deposit products.
  • Must be currently authorized to work full-time in the United States.
  • Must complete additional background checks and provide fingerprints as required by NMLS regulations.

Nice to have

  • Bachelor's degree and one or more years of relevant customer service and sales experience.
  • Comfort with mobile services and online banking technology.

Culture & Benefits

  • Welcoming and inclusive branch banking environment.
  • Opportunities to share ideas and influence customers, the bank, and local communities.
  • The stated workplace type is office-based.
  • Immigration sponsorship is not available for this position.

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