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6 дней 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 products, and supporting account and lending requests with an accent on needs-based advising, customer experience, and regulatory compliance. Focus on opening and servicing accounts, facilitating consumer loans, developing customer relationships through outreach, and supporting branch goals.

Location: Conroe, Texas, United States

Company

hirify.global is a regional community bank providing financial products, digital capabilities, and advisory services to personal and business customers.

What you will do

  • Build, expand, and retain customer relationships by assessing financial needs and recommending appropriate banking products and services.
  • Support account opening and closing, account research, customer service requests, teller transactions, and issue resolution.
  • Generate business through in-person interactions, outbound calls, business visits, networking events, and workplace events.
  • Solicit and facilitate consumer loan requests while following applicable loan policies and procedures.
  • Identify customer needs and refer them to small business, corporate, institutional, mortgage, and financial advisory partners.
  • Maintain customer satisfaction, meet individual and branch goals, and comply with banking laws, regulations, and internal procedures.

Requirements

  • High school diploma or GED.
  • Two years of customer-facing, goal-oriented experience.
  • Ability to motivate and present information effectively in one-on-one and small-group settings.
  • Ability to work collaboratively in a fast-paced banking environment and coach branch employees when the AFCM is absent.
  • Working knowledge of Microsoft Office and social media platforms.
  • Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.

Culture & Benefits

  • Training is provided on products, services, needs-based conversations, and role-related tools.
  • Occasional travel may be required for meetings, training, bank conversions, and acquisition support.
  • Minimal overnight or out-of-town travel is expected.
  • May provide support and guidance to other banking institutions within the market.

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