2 дня назад
Relationship Banker (Fintech)
38 250 - 61 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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 .
- 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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