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 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 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.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
5 дней назад
Relationship Manager II (Fintech)
71 869 - 114 797$
7 дней назад
Branch Manager, Millburn, NJ
60 000 - 102 500$
5 дней назад
Relationship Manager I (Banking)
65 296 - 104 304$
10 дней назад
Financial Relationship Banker (Banking)
6 дней назад
Financial Relationship Banker (Banking)
6 дней назад