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7 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): Building and retaining consumer and business customer relationships through financial needs assessment, product recommendations, and branch banking services with an accent on customer service, sales, deposits, lending, and digital banking. Focus on identifying relationship-growth opportunities, resolving customer issues, and ensuring compliance with operational, security, risk, and regulatory requirements.

Location: Madison, MS, United States; office-based

Company

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

What you will do

  • Build, retain, and deepen consumer and business customer relationships by identifying financial goals and needs.
  • Recommend deposit, loan, and other banking products and services.
  • Grow relationships through appointments, referrals, customer follow-up, and internal partnerships.
  • Provide excellent customer service and resolve customer issues effectively.
  • Educate customers on online, mobile, and ATM banking technologies.
  • Follow operational, security, risk, and regulatory policies and procedures.

Requirements

  • High school diploma or GED.
  • At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a comparable military administration role.
  • Ability to build, deepen, and retain customer relationships.
  • Knowledge of banking products, consumer and business deposits, lending, sales, investments, and customer service.
  • Strong verbal and written communication skills and comfort using mobile and online banking services.
  • Must be currently authorized to work full-time in the United States; immigration sponsorship is not available. Fingerprinting and additional background checks may be required under NMLS regulations.

Nice to have

  • Bachelor's degree.
  • One or more years of customer service and sales experience in banking, financial services, retail, or business-to-business sales.

Culture & Benefits

  • Welcoming and inclusive branch team environment.
  • Opportunity to share ideas and influence customers, the bank, and local communities.
  • Office-based workplace with potential flexible arrangements for certain positions outside the branch network.

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