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4 дня назад

Relationship Banker (Fintech)

38 250 - 61 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
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 Banker (Fintech): Building and strengthening customer relationships through tailored banking, lending, and investment solutions with an accent on consultative sales, cross-selling, and digital banking adoption. Focus on prospecting for new clients, resolving customer concerns, meeting branch sales targets, and maintaining compliance with risk and fraud requirements.

Location: Yardley, United States; onsite branch role with availability for branch hours, including weekends and evenings

Salary: $38,250–$61,000 annual base pay

Company

Financial services organization focused on customer-centric banking and technology-driven transformation.

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 existing and prospective customers.
  • 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 sales targets and branch performance goals.
  • Follow regulatory requirements and internal policies for risk and fraud management.

Requirements

  • Legal authorization to work full-time in the United States without employer sponsorship is required.
  • High school diploma or GED required; a related bachelor's degree or equivalent experience is preferred.
  • Either 3+ years of sales experience in an incentive-based environment, or 12+ months of retail banking, financial services, consultative relationship sales, or qualifying hirify.global experience.
  • At least 12 months of customer service experience in a high-volume, fast-paced environment.
  • Strong relationship-building, customer service, sales, communication, consultative, and influencing skills.
  • Computer proficiency, basic math skills, digital tool proficiency, and the ability to manage multiple priorities are required.

Nice to have

  • Established work history or equivalent experience, training, military service, or education.
  • Experience with Microsoft Office products.

Culture & Benefits

  • Competitive rewards package and benefits supporting employees, families, and well-being.
  • Inclusive and accessible application process.
  • Strong risk culture with proactive responsibility for risk management.
  • Role may occasionally support nearby branch locations based on business needs.

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