4 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 strengthening customer relationships by delivering tailored banking, lending, and investment solutions with an accent on sales, customer experience, and digital banking adoption. Focus on prospecting for new clients, cross-selling products, resolving customer concerns, and meeting branch performance and compliance requirements.
Location: Norwood, Massachusetts, United States; branch-based role with branch hours that may include weekends and evenings.
Annual base pay: $38,250–$61,000 USD
Company
Financial services organization evolving toward a technology-driven, customer-centric banking model.
What you will do
- Build and maintain customer relationships by understanding financial needs and providing tailored banking, lending, and investment solutions.
- Promote and cross-sell banking products and services to achieve or exceed sales targets.
- Prospect for new clients through referrals, networking, lead calling, portfolio management, and community engagement.
- Deliver personalized service, resolve concerns, and educate customers on digital banking and self-service tools.
- Collaborate with branch colleagues and partners to achieve performance goals and support nearby branches when needed.
- Follow regulatory, risk management, fraud prevention, and internal policy requirements.
Requirements
- High school diploma, GED, or equivalent required.
- At least 3 years of experience selling products or services in an incentive-based environment, or qualifying retail banking, financial services, consultative sales, or experience.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Strong relationship-building, customer service, communication, consultative sales, and influence skills.
- Proficiency with digital tools, computers, and basic mathematics, with the ability to manage multiple priorities and follow procedures.
- Must be legally authorized to work full time in the United States without employer sponsorship.
Nice to have
- Bachelor’s degree in a related field or equivalent experience, training, military service, or education.
- Experience with Microsoft Office products.
- Established work history or equivalent education and training.
Culture & Benefits
- Customer-centric environment focused on innovation and technology-driven transformation.
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Inclusive and accessible application process with equal employment opportunity.
- Strong organizational culture focused on proactive and responsible risk management.
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