8 часов назад
Relationship Banker (Banking)
38 250 - 61 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Banking): Building and strengthening customer relationships by providing tailored banking, lending, and investment solutions with an accent on consultative sales, customer loyalty, and digital banking adoption. Focus on prospecting, cross-selling products, resolving customer concerns, and meeting branch performance targets while maintaining regulatory and risk compliance.
Location: Hyannis, Massachusetts, United States; branch hours may include weekends and evenings, with possible support for nearby branches.
Annual base pay: $38,250–$61,000 USD.
Company
is a global financial services organization undergoing a customer-centric, technology-driven transformation.
What you will do
- Build and maintain long-term customer relationships by understanding financial needs and providing tailored banking, lending, and investment solutions.
- Promote and cross-sell banking products and services to achieve or exceed branch sales targets.
- Prospect for new clients through referrals, networking, outbound calls, portfolio management, and community engagement.
- Deliver personalized service, address concerns, and educate customers about digital banking and self-service options.
- Collaborate with branch team members and partners to achieve performance goals.
- Follow regulatory requirements and internal policies related to risk and fraud prevention.
Requirements
- High school diploma, GED, or equivalent required; a related bachelor's degree is preferred.
- At least 3 years of experience selling products or services in an incentive-based environment, or qualifying retail banking, financial services, consultative sales, or experience.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Strong relationship-building, customer service, communication, consultative selling, and influence skills.
- Proficiency with digital tools, computers, and basic math; ability to manage multiple priorities and follow policies and procedures.
- Must be legally authorized to work full time in the United States without employer sponsorship.
Nice to have
- Bilingual Spanish and/or Portuguese language skills.
- Experience with Microsoft Office products.
- Additional relevant work history, training, military service, or education.
Culture & Benefits
- Customer-centric environment focused on innovation and technology-driven transformation.
- Competitive rewards package based on skills, experience, training, licensure, certifications, and location.
- Benefits designed to support employees, families, and overall well-being.
- Strong risk culture with proactive responsibility for risk management.
- Inclusive and accessible application process with reasonable accommodations available.
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