5 дней назад
Relationship Banker Business Specialist
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker Business Specialist (Banking): Managing consumer and business banking relationships under $2MM in sales revenue, generating leads, and delivering tailored banking solutions with an accent on customer experience, referrals, and share-of-wallet growth. Focus on developing branch and community partnerships, solving client needs across deposits, lending, payments, and investing, and managing operational risk.
Location: In-office at 's Aventura Branch, 2711 NE 187th Street, Aventura, Florida 33180, United States
Company
is a retail banking organization focused on consumer and business financial services.
What you will do
- Acquire and expand consumer and business banking relationships with sales revenue under $2 million.
- Generate leads, conduct appointments inside and outside the branch, and manage referrals through onboarding and servicing.
- Build relationships with ecosystem partners across wealth management, private banking, business banking, and mortgage services.
- Recommend tailored solutions across deposits, lending, cash management, payments, and investing.
- Support branch opportunity identification, lobby engagement, client education, and customer loyalty initiatives.
- Follow banking policies and procedures, manage risk, and support accurate daily branch operations.
Requirements
- Bachelor's degree or a comparable combination of education, certifications, and experience.
- Typically less than one year of professional experience or successful completion of a formal development program.
- Ability to serve as a Notary Public in the applicable state.
- Ability to complete additional background checks required under Consumer Financial Protection Bureau regulations.
- Strong customer service, communication, prospecting, selling, and banking product knowledge.
- Spanish speaking ability is preferred.
Culture & Benefits
- In-office work environment with a focus on collaboration, inclusion, and employee development.
- Full-time benefits may include medical, dental, vision, life insurance, disability protection, and a Health Savings Account.
- Retirement benefits include a 401(k) match, 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 15–25 vacation days depending on career level and service.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
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