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5 дней назад

Banking Relationship Specialist (Senior Relationship Banker) (Retail Banking)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
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
Banking Relationship Specialist (Senior Relationship Banker) (Retail Banking): Building and maintaining customer relationships, opening deposit accounts, originating consumer loans, and supporting retail banking sales with an accent on financial needs assessment, business development, and team coaching. Focus on advising customers, processing complex business accounts accurately, resolving client concerns, and leading relationship-building activities.

Location: Winter Park, Florida, United States

Company

hirify.global is a financial services institution providing banking products, services, and technology to customers and businesses across the United States.

What you will do

  • Build professional relationships with customers, assess financial needs, recommend suitable solutions, and submit referrals to banking partners.
  • Open and service deposit accounts, including complex business accounts, and originate a consumer loan portfolio.
  • Lead outbound business development and community involvement activities.
  • Coach banking center team members on relationship-building and customer service practices.
  • Process account transactions accurately, minimize errors and fraud, and resolve customer concerns professionally.
  • Collaborate with business partners and provide backup support to other retail banking roles and locations.

Requirements

  • High school diploma or equivalent required; a bachelor's degree is preferred.
  • At least 1 year of retail customer service and/or sales experience required.
  • Knowledge of business and consumer banking products required.
  • Experience explaining bank products, online and mobile banking, and banking cards is preferred.
  • Leadership or coaching experience and a record of achieving sales or financial targets are strongly preferred.
  • NMLS registration, or successful completion of the NMLS process within 30 days of hire, is required.

Culture & Benefits

  • Full-time employment in a retail banking environment.
  • Generous paid time off.
  • 401(k) matching.
  • Health, dental, vision, and pet insurance.
  • Additional employee perks and discounts.
  • Travel to other work locations may be required for training or staffing support.

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