2 дня назад
Banking Center Senior Relationship Banker (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Banking Center Senior Relationship Banker (Fintech): Supporting banking center sales, customer service, operations, P&L management, and employee development with an accent on needs-based banking sales, client experience, and regulatory compliance. Focus on managing branch activities in the manager’s absence, developing customer relationships, using Salesforce lead-management tools, and mentoring colleagues.
Location: BC Forest Hills East, Forest Hills, New York, United States; onsite banking center role. Applicants must be legally authorized to work full time in the United States without employer sponsorship.
Base pay range: $0.00–$0.00 USD annualized.
Company
Global financial services organization evolving toward a technology-driven, customer-centric banking model.
What you will do
- Support banking center sales, customer service, P&L management, operations, and employee development.
- Assume responsibility for the banking center during the manager’s absence and maintain a strong client experience.
- Process routine banking transactions and prepare client information for account opening.
- Build customer and community relationships through networking, prospecting, and lead-management tools such as Salesforce.
- Support client segmentation, sales, retention, growth, profitability, audits, and operational standards.
- Mentor colleagues and ensure compliance with federal and state laws, bank policies, and branch evaluation requirements.
Requirements
- High school diploma or GED required.
- 3–4 years of customer service and needs-based banking sales experience preferred.
- 0–2 years of supervisory experience preferred.
- Working knowledge of banking products, services, and branch transaction-processing systems.
- Strong customer service, teamwork, leadership, and communication skills.
- Ability to travel to various banking centers within the region.
Nice to have
- Associate’s or bachelor’s degree.
- Established work history or equivalent experience, training, military service, or education.
Culture & Benefits
- Customer-centric environment focused on innovation and transformation.
- Benefits package supporting employees, families, and well-being.
- Strong risk-management culture and inclusive workplace.
- Accessible application process and reasonable accommodations available.
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