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3 дня назад

Floating Universal Banker (Banking)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
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
Floating Universal Banker (Banking): Building and retaining client relationships while delivering banking transactions, financial product guidance, and digital banking support with an accent on consultative sales, client service, and branch operations. Focus on managing risk and compliance, expanding the sales pipeline, referring specialized financial needs, and supporting community outreach.

Location: Renner Road, Plano, Texas, United States

Company

hirify.global provides banking and financial services through financial centers and digital banking solutions.

What you will do

  • Build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations.
  • Recommend financial products and services and educate clients on mobile, online, ATM, and other digital banking solutions.
  • Process deposits, withdrawals, loan payments, and other routine financial center transactions accurately.
  • Manage lobby activity, maintain a positive client experience, and monitor client behavior and potential risk indicators.
  • Refer clients to mortgage, business banking, and investment partners for specialized needs.
  • Develop the sales pipeline, support branch growth, participate in community outreach, and uphold compliance and security standards.

Requirements

  • High school diploma or GED required; a bachelor's degree is preferred.
  • At least one year of sales, client service, or retail experience required; banking experience is preferred.
  • Ability to build and expand client relationships and navigate multiple banking systems and digital tools.
  • NMLS registration under the SAFE Act of 2008 is required; employment is contingent on successful registration and a background check.
  • Ability to work financial center hours, including evenings and weekends, and travel as required.
  • Ability to work under stress, meet deadlines, and lift or carry approximately 50 pounds when required.

Culture & Benefits

  • Full-time employment in a customer-facing financial center role.
  • Opportunity to support clients through in-person and self-service banking channels.
  • Equal opportunity employment practices protect applicants from discrimination based on legally protected characteristics.

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