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5 дней назад

Financial Relationship Banker (Banking)

Формат работы
onsite
Тип работы
fulltime
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
Financial Relationship Banker (Banking): Retaining and growing consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products with an accent on customer service, relationship development, and banking technology. Focus on resolving customer issues, sourcing referrals, educating customers on digital banking, and complying with operational, security, risk, and regulatory policies.

Location: Dallas, TX (Bishop Arts); office-based role

Company

hirify.global provides consumer and business banking products and services through its branch network.

What you will do

  • Retain and grow consumer and business customer relationships by identifying financial goals and needs.
  • Recommend deposit, loan, and other banking products and services.
  • Provide customer service and resolve customer issues effectively.
  • Generate relationship-growth opportunities through appointments, referrals, follow-up programs, and internal partnerships.
  • Educate customers on online, mobile, and ATM banking technology.
  • Follow operational, security, risk, and regulatory policies and procedures.

Requirements

  • High school diploma or GED.
  • At least 1 year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a qualifying military administration role.
  • Fingerprinting and additional background checks are required under NMLS regulations.
  • Applicants must already be authorized to work full-time in the United States.
  • Strong verbal and written communication skills, relationship-building ability, and comfort with online and mobile banking technology.
  • Knowledge of consumer and business deposit products.

Nice to have

  • Bachelor’s degree.
  • At least 1 year of customer service and sales experience in banking, financial services, retail sales, or business-to-business sales.
  • Knowledge of investments, consumer lending, business banking, business lending, and presentation skills.

Culture & Benefits

  • Welcoming and inclusive branch banking environment.
  • Opportunities to share ideas and influence customers, the bank, and local communities.
  • This position is classified as an office workplace type.
  • Visa sponsorship is not available for this position.
  • Equal opportunity and tobacco-free hiring practices.

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