2 дня назад
Relationship Banker
38 250 - 61 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Banking): Building and maintaining customer relationships in a branch environment by providing tailored banking, lending, and investment solutions with an accent on consultative sales, customer service, and digital banking education. Focus on prospecting, cross-selling products, resolving customer concerns, meeting branch targets, and complying with risk and fraud controls.
Location: Brooklyn, NY, United States; branch-based role with in-person customer service and branch hours that may include weekends and evenings.
Salary: $38,250–$61,000 annual base pay.
Company
is a financial services organization undergoing a customer-centric, technology-driven transformation.
What you will do
- Build and maintain customer relationships by understanding financial needs and providing tailored banking, lending, and investment solutions.
- Promote and cross-sell banking products and services to existing and prospective customers while meeting or exceeding sales targets.
- Prospect for new customers through networking, referrals, lead calling, portfolio management, and community engagement.
- Deliver personalized service, resolve concerns, and educate customers about digital banking and self-service options.
- Collaborate with branch colleagues and partners to achieve performance goals and support nearby branches when needed.
- Follow regulatory requirements and internal policies related to risk management and fraud prevention.
Requirements
- High school diploma, GED, or equivalent work experience.
- At least 3 years of experience selling products or services in an incentive-based environment, or qualifying experience in retail banking, financial services, consultative relationship sales, or .
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Strong relationship-building, customer service, sales, cross-selling, communication, consultative, and influence skills.
- Proficiency with digital tools, computers, and basic math, along with the ability to manage multiple priorities and follow policies.
- Must be legally authorized to work full time in the United States without employer sponsorship.
Nice to have
- Bachelor’s degree in a related field or equivalent experience, training, military service, or education.
- Experience with Microsoft Office products.
Culture & Benefits
- Customer-centric environment focused on innovation, community impact, and customer success.
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Strong risk culture with proactive responsibility for risk management at every level.
- Inclusive and accessible workplace with reasonable accommodations available during the application process.
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