5 дней назад
Relationship Banker Business Specialist (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker Business Specialist (Banking): Growing consumer and business banking relationships under $2MM in sales revenue through lead generation, referrals, tailored financial solutions, and branch-based client service with an accent on proactive sales, onboarding, lending, payments, and risk management. Focus on identifying customer needs, coordinating ecosystem partners, solving client problems, and expanding share of wallet through differentiated in-person experiences.
Location: Irving, Texas, United States; in-office position
Company
provides retail branch banking and financial services for consumer and business customers.
What you will do
- Acquire and expand consumer and business banking relationships with less than $2 million in sales revenue.
- Generate leads, conduct appointments inside and outside the branch, and manage referrals throughout acquisition, onboarding, and servicing.
- Coordinate with Wealth Management, Private Bank, Business Banking, Mortgage, and other ecosystem partners to address client needs.
- Deliver tailored solutions across deposits, lending, cash management, payments, and investing.
- Engage clients in the branch, educate them on digital tools and financial options, and resolve or escalate service issues.
- Follow policies and procedures, manage risk, and support accurate daily branch operations.
Requirements
- Bachelor’s degree preferred; comparable education, certifications, or experience may be considered.
- Typically less than one year of professional experience or completion of a formal development program.
- Ability to serve as a Notary Public in the applicable state.
- Successful candidates must complete required background checks under Consumer Financial Protection Bureau regulations.
- Spanish speaking is preferred, but not required.
Culture & Benefits
- In-office work environment with an inclusive and supportive workplace culture.
- Full-time benefits may include medical, dental, vision, life and disability insurance, HSA options, 401(k) matching, pension, and stock purchase plans.
- Educational assistance, wellness programs, dependent care support, and family-related reimbursements may be available.
- Paid time off may include holidays, occasional absence days, parental leave, and 15 to 25 vacation days depending on career level and service.
Hiring process
- Employment visa sponsorship and STEM OPT participation are not provided.
- Additional background screening may be required for the position.
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