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4 дня назад

Relationship Manager I (Banking)

65 296 - 104 304$
Формат работы
onsite
Тип работы
fulltime
Грейд
junior
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
Relationship Manager I (Banking): Acquiring and deepening small business and personal client relationships through financial advice, cross-selling, and portfolio development with an accent on business development, regulatory compliance, and risk management. Focus on analyzing client financial needs, expanding deposits and lending relationships, and building trusted connections through professional networking and community engagement.

Location: In office at 150 California Street, San Francisco, California, US 94111

Starting base salary: $65,296–$104,304 per year; eligible for bonus and/or commissions.

Company

hirify.global is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada.

What you will do

  • Acquire new small business and personal clients and deepen existing relationships through cross-selling and tailored banking solutions.
  • Manage a client portfolio, identify financial needs, and provide advice across deposits, investments, credit, loans, and lines of credit.
  • Deliver consistent client service, resolve escalations, and coordinate with internal partners across the bank.
  • Develop business through networking, community involvement, and professional relationship building.
  • Manage lending, operational, and regulatory risks while following bank policies and applicable regulations.
  • Represent the bank professionally with clients, prospects, community organizations, and business groups.

Requirements

  • Bachelor's degree or equivalent.
  • At least 3 years of direct sales experience.
  • At least 3 years of experience in a financial institution.
  • Must be in good standing under the Safe Act and be registered or licensed with the Nationwide Mortgage Licensing System and Registry, or be eligible for registration.
  • Knowledge of personal and business banking products, financial statements, negotiation, policies, procedures, and regulatory compliance, including CIP and KYC.

Culture & Benefits

  • Medical, dental, and vision coverage available from the first month following the start date.
  • Company-matched 401(k) contributions.
  • Tuition reimbursement and internal training resources.
  • Vacation, sick, and volunteer time.
  • Health, family planning, fertility, and condition-specific support programs.
  • Career mobility support and colleague resource groups focused on networking and community engagement.

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