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5 дней назад

Relationship Banker I (Fintech)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
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
Relationship Banker I (Banking): Building and retaining customer relationships by assessing financial needs and recommending banking, lending, and digital solutions with an accent on needs-based conversations, account servicing, and regulatory compliance. Focus on developing customer relationships, facilitating consumer loan requests, meeting individual and branch goals, and supporting branch operations.

Location: Stockton, Missouri, United States

Company

hirify.global is a regional community bank providing traditional banking services, digital capabilities, and financial solutions for individual and business customers.

What you will do

  • Build, expand, and retain customer relationships by assessing financial needs and recommending suitable banking products and services.
  • Promote branch, digital, and partner solutions through in-person interactions, outbound calls, business visits, networking events, and workplace events.
  • Open and close accounts, perform account research, process transactions, and handle service and maintenance requests.
  • Solicit and facilitate consumer loan requests while maintaining knowledge of lending policies and procedures.
  • Identify customer needs and refer clients to small business, corporate, institutional, mortgage, and financial advisory partners.
  • Meet individual and branch goals while complying with applicable laws, regulations, policies, and procedures.

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 lead the branch team when the AFCM is absent.
  • Working knowledge of Microsoft Office and ability to use social media platforms for brand awareness and market knowledge.
  • Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment, is required.

Culture & Benefits

  • Training is provided on products, services, needs-based conversations, and role-specific tools.
  • Customer-focused environment centered on trusted financial guidance and positive client experiences.
  • Occasional travel may be required for meetings, training, bank conversions, and acquisition support.
  • Ability to provide support and guidance at other banking institutions within the market.

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