обновлено 7 дней назад
Relationship Banking Business Specialist (Briargate & Union) (Banking)
57 750 - 96 250$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banking Business Specialist (Briargate & Union) (Banking): Growing consumer and business banking relationships under $2MM in sales revenue through proactive lead generation, tailored financial solutions, and coordinated branch referrals with an accent on client acquisition, onboarding, servicing, and risk management. Focus on identifying customer needs, expanding share of wallet across deposits, lending, payments, cash management, and investing, and solving client issues across banking teams.
Location: Colorado Springs, Colorado (80920), United States; in-office position
Base salary: $57,750–$96,250 per year, plus incentive compensation.
Company
is a banking organization focused on delivering consumer and business financial services through its branch network.
What you will do
- Acquire and expand consumer and business banking relationships with sales revenue under $2MM.
- Generate leads, conduct appointments inside and outside the branch, and manage referrals through onboarding and servicing.
- Coordinate with branch, Business Banking, Wealth Management, Private Bank, Mortgage, and other ecosystem partners.
- Recommend tailored solutions covering deposits, lending, cash management, payments, investing, and digital banking tools.
- Engage clients in the lobby, resolve problems with urgency, and advocate for customer needs across internal departments.
- Follow banking policies and procedures, manage risk, and support accurate daily branch operations.
Requirements
- Bachelor’s degree or a comparable combination of education, certification, and experience.
- Typically less than one year of professional experience or successful completion of a formal development program.
- Ability to serve as a Notary Public in the applicable state.
- Ability to demonstrate customer focus, effective communication, prospecting, selling, and understanding of customer needs.
- Spanish speaking is preferred.
- Employment visa sponsorship and STEM OPT participation are not provided.
Culture & Benefits
- Inclusive, supportive in-office workplace with an emphasis on customer service, collaboration, and risk management.
- Medical, prescription, dental, vision, life, disability, and health savings account options.
- 401(k) match, pension, stock purchase plan, dependent care support, and educational assistance.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Wellness programs with financial incentives and additional family-support benefits.
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