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4 дня назад

Relationship Banker II (Banking)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
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 II (Banking): Building and retaining customer relationships by assessing financial needs, recommending banking solutions, and supporting account and lending requests with an accent on client service, compliance, and goal-oriented relationship development. Focus on opening and closing accounts, facilitating consumer loans, making outbound calls, and referring customers to business, mortgage, and financial advisory partners.

Location: Middleton, Tennessee, United States; onsite branch-based role with occasional travel for meetings, training, conversions, and acquisition support.

Company

hirify.global is a regional community bank providing traditional banking services, digital capabilities, and financial solutions for individuals and businesses.

What you will do

  • Build, expand, and retain customer relationships by assessing financial needs and recommending suitable banking products and services.
  • Conduct in-person interactions, outbound calls, business visits, networking events, and workplace events to achieve individual and branch goals.
  • Open and close accounts, research customer accounts, process transactions, and handle service and maintenance requests.
  • Solicit and facilitate consumer loan requests while following applicable lending policies and procedures.
  • Identify customer needs and refer clients to small business, corporate, institutional, mortgage, and financial advisory partners.
  • Support branch operations and other banking institutions in the market while maintaining compliance and customer satisfaction.

Requirements

  • High school diploma or GED.
  • At least two years of customer-facing, goal-oriented experience.
  • Registration with the National Mortgage Licensing System and Registry, or ability to obtain an NMLS license after employment.
  • Ability to motivate and present information effectively in one-on-one and small-group settings.
  • Ability to coach and lead the branch team in the absence of an Assistant Financial Center Manager.
  • Working knowledge of Microsoft Office and social media platforms.

Culture & Benefits

  • Team-oriented environment focused on customer service and financial guidance.
  • Training provided on products, services, needs-based conversations, and role-specific tools.
  • Opportunity to support customers through different financial life stages using traditional and digital banking capabilities.
  • Occasional travel is required, with sporadic and minimal overnight or out-of-town travel.

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