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Relationship Banker (Banking) - 13th Ave, Brooklyn, NY
38 250 - 61 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Relationship Banker (Banking): Building and managing customer relationships in a retail banking branch by providing tailored banking, lending, and investment solutions with an accent on sales, cross-selling, customer service, and digital banking education. Focus on prospecting for new clients, resolving customer concerns, meeting branch targets, and maintaining compliance with risk and fraud requirements.
Location: Brooklyn, New York, United States; onsite branch role with Sunday hours from 9 AM to 1 PM and possible support for nearby branches.
Annual base pay: $38,250–$61,000 USD
Company
Global 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 achieving branch sales targets.
- Prospect for new clients through referrals, networking, outbound calling, portfolio management, and community engagement.
- Deliver personalized service, resolve customer concerns, and strengthen loyalty across in-person, phone, and digital channels.
- Educate customers on digital banking and self-service tools.
- Follow risk, fraud prevention, regulatory, and internal policy requirements while collaborating with branch colleagues.
Requirements
- High school diploma, GED, or equivalent work experience required.
- 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.
- Proven relationship-building, sales, cross-selling, communication, consultative, and customer service skills.
- Computer proficiency, basic math skills, and the ability to use digital tools, follow procedures, identify risks, and manage multiple priorities.
- Must be legally authorized to work full-time in the United States without employer sponsorship. Ability to work branch hours, including weekends and evenings, is required.
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
- Competitive rewards package based on skills, experience, training, licensure, certifications, and location.
- Benefits designed to support employees, families, and long-term well-being.
- Inclusive and accessible workplace with equal employment opportunities.
- Strong risk culture emphasizing proactive and responsible risk management.
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