6 дней назад
Financial Relationship Banker (Banking)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker (Banking): Building and retaining consumer and business customer relationships through financial needs assessment, product recommendations, and branch banking support with an accent on customer service, deposits, lending, and banking technology. Focus on identifying growth opportunities, resolving customer issues, educating customers on digital banking, and following operational, security, risk, and regulatory requirements.
Location: Robbinsdale, Minnesota, United States; office-based
Company
provides consumer and business banking products and services through its branch network.
What you will do
- Retain and grow consumer and business customer relationships by identifying financial goals and recommending suitable banking products and services.
- Provide customer service, resolve issues, and identify relationship-growth opportunities through appointments, referrals, and follow-up programs.
- Educate customers about deposit products, lending services, and online, mobile, and ATM banking.
- Refer customers to other bank teams and build strong internal partnerships.
- Maintain knowledge of products, services, technology, and policies while following operational, security, risk, and regulatory procedures.
Requirements
- High school diploma or GED.
- At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a qualifying military administrative role.
- Strong relationship-building, communication, presentation, and customer service skills.
- Knowledge of consumer and business deposit products, banking, sales, investments, lending, and financial services is preferred.
- Must be currently authorized to work full-time in the United States; immigration sponsorship is not available.
- Must satisfy additional background-check and fingerprint requirements under NMLS regulations.
Nice to have
- Bachelor's degree and at least one year of relevant customer service and sales experience.
- Comfort using mobile services and online banking technology.
Culture & Benefits
- Welcoming and inclusive branch environment with opportunities to share ideas and influence customer and community outcomes.
- Health insurance, wellness programs, life and disability insurance, and retirement savings plan.
- Paid leave, paid holidays, and paid time off.
- Eligible participation in an applicable incentive compensation plan.
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