9 дней назад
Consumer & Business Banking Senior Relationship Banker (Fintech)
54 375 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Consumer & Business Banking Senior Relationship Banker (Fintech): Managing and growing high-value consumer and small-business client portfolios with an accent on relationship development, needs-based banking solutions, and cross-selling. Focus on acquiring and retaining clients, solving financial service issues, collaborating with branch and product partners, and maintaining compliance with risk and fraud requirements.
Location: Wyncote, Pennsylvania, United States; branch-based role with possible support for nearby branches. Must be legally authorized to work full time in the United States without employer sponsorship.
Salary: $54,375–$90,000 USD annually
Company
is a financial services organization undergoing a customer-centric, technology-driven transformation.
What you will do
- Manage and grow a portfolio of high-value consumer and small-business clients.
- Deepen new and existing relationships through outreach, early engagement calls, and personalized service.
- Assess customer needs and recommend consumer banking, business banking, lending, and other financial solutions.
- Generate cross-sales opportunities and collaborate with product partners and branch colleagues.
- Engage customers in person, by phone, and through digital platforms while resolving inquiries and issues.
- Follow regulatory requirements and internal policies for risk and fraud defense.
Requirements
- High school diploma or GED required; a related bachelor’s degree or equivalent experience is preferred.
- At least 5 years of experience selling products or services in an incentive-based environment, or 2 years of financial services experience acquiring and developing client relationships.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Strong financial acumen, sales, cross-selling, portfolio management, relationship-building, and consultative communication skills.
- Proficiency with digital tools, computer applications, basic math, critical thinking, and problem resolution.
- Ability to work branch hours, including weekends and evenings, and to work in the United States without employer sponsorship.
Nice to have
- Established work history or equivalent experience, training, military service, or education.
- Experience with Microsoft Office products.
Culture & Benefits
- Customer-centric environment focused on innovation and professional growth.
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Inclusive and accessible workplace with equal employment opportunities.
- Strong organizational culture focused on proactive risk management.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
11 дней назад
Senior Relationship Banker (Retail Banking)
25 - 41$
11 дней назад
Relationship Banker Business Specialist (Business Banking)
63 000 - 105 000$
12 дней назад
Relationship Manager II (Banking)
71 869 - 114 797$
12 дней назад
Senior Relationship Banker - Joppa Rd.
25 - 41$
10 дней назад
Financial Relationship Banker (Banking)
10 дней назад
Sr. Relationship Manager, SBB
25 - 28$