Назад
Company hidden
6 дней назад

Relationship Banker I (Banking)

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 Banker I (Banking): Building and retaining customer relationships by assessing financial needs, recommending banking solutions, and supporting account and consumer loan requests with an accent on customer experience, needs-based conversations, and regulatory compliance. Focus on opening and closing accounts, generating business through client outreach and networking, facilitating consumer lending, and referring customers to specialized banking partners.

Location: Gainesville, TX, United States

Company

hirify.global is a regional community bank providing traditional banking services, digital capabilities, and financial solutions for individuals and businesses.

What you will do

  • Build, expand, and retain customer relationships while providing a high-quality client experience.
  • Assess financial needs and recommend appropriate banking products, digital services, and partner resources.
  • Open and close accounts, research customer accounts, process transactions, and handle service and maintenance requests.
  • Solicit and facilitate consumer loan requests while following applicable lending policies and procedures.
  • Generate business through in-person conversations, outbound calls, business visits, networking events, and workplace events.
  • Refer customers to small business, corporate, institutional, mortgage, and financial advisory partners while meeting individual and branch goals.

Requirements

  • High school diploma or GED.
  • At least one year of customer-facing, goal-oriented experience.
  • Ability to motivate and present information effectively in one-on-one and small-group settings.
  • Team-oriented approach and ability to coach and guide the branch team when the AFCM is absent.
  • Proficiency with Microsoft Office and ability to use social media platforms for brand awareness and market knowledge.
  • Current NMLS registration or ability to obtain an NMLS license after employment.

Culture & Benefits

  • Training is provided on banking products, services, needs-based conversations, and role-specific tools.
  • Work in a customer-focused, team-oriented banking environment.
  • Occasional travel may be required for meetings, training, bank conversions, acquisitions, and support at other banking institutions.
  • Compliance with applicable laws, regulations, policies, and required training is expected.

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 →