Financial Relationship Banker, Seven Fields

Location: Seven Fields, Pennsylvania, United States; office-based role

Company

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

What you will do

• Retain and grow consumer and business customer relationships by identifying financial goals and needs.
• Recommend deposit, loan, and other banking products and services.
• Provide customer service and resolve customer issues effectively.
• Generate relationship opportunities through appointments, referrals, follow-ups, and internal partnerships.
• Educate customers on online, mobile, and ATM banking technology.
• 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 comparable military administration role.
• Ability to build, deepen, and retain customer relationships.
• Strong verbal and written communication skills and comfort with online and mobile banking technology.
• Must be currently authorized to work full time in the United States.
• Immigration sponsorship is not available for this position.

Nice to have

• Bachelor’s degree with at least one year of relevant customer service and sales experience.
• Knowledge of banking, sales, investments, consumer lending, business banking, business lending, presentations, and consumer and business deposit products.

Culture & Benefits

• Welcoming and inclusive branch team environment.
• Opportunity to share ideas that influence customers, the bank, and local communities.
• Office workplace setting with potential flexible arrangements for certain positions outside the branch network.
• Position is non-exempt and eligible for overtime pay.