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4 дня назад

Personal Banker

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
Personal Banker (Retail Banking): Acquiring and deepening branch customer relationships through proactive sales, service conversations, and financial product recommendations with an accent on customer loyalty, digital awareness, and risk management. Focus on identifying customer needs, expanding share of wallet, solving banking problems, and maintaining accurate branch operations.

Location: Rockwall, Texas, United States; in-office position

Company

hirify.global provides banking products and services through a network of branches and customer-focused financial solutions.

What you will do

  • Acquire and deepen branch customer relationships through proactive sales and service activities.
  • Conduct outbound calls, appointment setting, lobby engagement, and service-to-sales conversations.
  • Identify customer needs and recommend appropriate banking and financial solutions.
  • Build customer loyalty and expand share of wallet through technology, product knowledge, and community partnerships.
  • Resolve customer problems while managing operational, compliance, and loss-related risks.
  • Participate in daily branch operations and ensure accurate, efficient execution of procedures.

Requirements

  • Typically 3+ years of related experience or relevant product knowledge.
  • An associate degree or equivalent experience; a comparable combination of education, certifications, and experience may be considered.
  • Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
  • Strong customer service, communication, problem-solving, and prioritization skills.
  • Ability to manage risk and follow established banking policies and procedures.
  • hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

  • Inclusive workplace focused on customer service, collaboration, and employee contribution.
  • Medical, prescription, dental, vision, life insurance, disability, and health savings account options.
  • 401(k) matching, pension, stock purchase plans, and educational assistance.
  • Paid parental and maternity leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
  • Wellness programs with financial incentives and family-care support options.

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