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2 дня назад

Relationship Banker (Fintech)

38 250 - 61 000$
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 (Fintech): Building and maintaining customer relationships while delivering tailored banking, lending, and investment solutions with an accent on consultative sales, cross-selling, and customer experience. Focus on prospecting for new clients, educating customers on digital banking tools, managing risk and compliance, and achieving branch performance targets.

Location: Brick, New Jersey, United States; branch hours may include weekends and evenings.

Salary: $38,250–$61,000 USD annual base pay

Company

hirify.global is a global financial services organization evolving toward a technology-driven, customer-centric banking model.

What you will do

  • Build and maintain trusted customer relationships by understanding financial needs and goals.
  • Provide tailored banking, lending, and investment solutions while delivering personalized customer service.
  • Achieve sales targets by prospecting, cross-selling products, managing portfolios, and engaging with the community.
  • Educate customers on digital banking tools and self-service options across in-person, phone, and digital channels.
  • Resolve customer concerns, foster loyalty, and collaborate with branch teams to achieve performance goals.
  • Follow regulatory requirements and internal policies related to risk and fraud prevention; support nearby branches when needed.

Requirements

  • High school diploma, GED, or equivalent required; a related bachelor’s degree is preferred.
  • At least 3 years of experience selling products or services in an incentive-based environment, or qualifying experience in retail banking, financial services, consultative sales, or hirify.global.
  • At least 12 months of customer service experience in a high-volume, fast-paced environment.
  • Strong relationship-building, sales, cross-selling, communication, consultative, and customer service skills.
  • Computer proficiency, basic math skills, ability to use digital tools, and ability to manage multiple priorities.
  • Must be legally authorized to work full-time in the United States without employer sponsorship.

Nice to have

  • Experience with Microsoft Office products.
  • Additional relevant education, training, military service, or equivalent work history.

Culture & Benefits

  • Customer-centric environment focused on innovation and responsible risk management.
  • Competitive rewards package and benefits supporting employees, families, and well-being.
  • Inclusive and accessible application process with reasonable accommodations available.

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