2 дня назад
Relationship Banker (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Fintech): Building and managing customer relationships at a financial center through personalized banking guidance, account opening, transactions, and referrals with an accent on customer experience, financial wellness, and regulatory compliance. Focus on uncovering customer goals, recommending suitable products, connecting clients with specialized banking partners, and maintaining operational accuracy.
Location: Muncie, Indiana, United States; onsite at the financial center
Company
provides retail banking and financial services focused on customer relationships, financial guidance, and community engagement.
What you will do
- Create seamless customer experiences and maintain a welcoming financial center environment.
- Identify customer financial goals through purposeful questions and active listening.
- Guide customers through account selection and opening, transactions, and product recommendations.
- Manage and grow relationships through proactive outreach, follow-up, community involvement, referrals, and networking.
- Connect customers with Mortgage, Business Banking, Wealth, and other specialized partners.
- Follow operational, risk management, policy, and regulatory requirements while supporting financial center operations.
Requirements
- People-focused approach with strong, clear communication skills and curiosity.
- Ability to lead financial conversations and align customer needs with suitable solutions.
- Detail-oriented, comfortable with technology, and able to use Microsoft Office and department software.
- Ability to work as part of a team and with onsite equipment.
- High school diploma or equivalent preferred.
- Customer service, retail, or sales experience preferred.
Culture & Benefits
- Opportunities to grow quickly, learn continuously, and make a meaningful impact.
- People-first approach to customer experience and financial conversations.
- Inclusive workplace and equal employment opportunity commitment.
- Collaborative work within a financial center team.
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
5 дней назад
Relationship Banker (Banking)
38 250 - 61 000$
6 дней назад
Financial Relationship Banker (Banking)
6 дней назад
Financial Relationship Banker (Northport, MI)
7 дней назад
Financial Relationship Banker (Lake City, MI)
8 дней назад
Financial Relationship Banker (Traverse City, MI)
8 дней назад
Relationship Manager II (Banking)
71 869 - 114 797$