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6 дней назад

Relationship Banker, Wellesley, MA

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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Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Relationship Banker, Wellesley, MA (Retail Banking/Financial Services): Building and maintaining customer relationships while providing tailored banking, lending, and investment solutions with an accent on consultative sales, cross-selling, and customer experience. Focus on prospecting, educating customers on digital banking, managing risk and compliance, and achieving branch performance targets.

Location: Wellesley, Massachusetts, United States; work includes in-person customer service, branch hours, and possible support for nearby branches.

Annual base pay: $38,250–$61,000 USD.

Company

hirify.global is a global financial services organization undergoing a customer-centric, 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 options.
  • Collaborate with branch colleagues and partners to achieve sales and performance goals.
  • Follow regulatory, risk, fraud prevention, and internal policy requirements.

Requirements

  • Legally authorized to work in the United States without employer sponsorship.
  • High school diploma or GED required; a related bachelor's degree or equivalent experience is preferred.
  • At least 3 years of experience selling products or services in an incentive-based environment, or qualifying retail banking, financial services, consultative sales, or hirify.global experience.
  • At least 12 months of customer service experience in a high-volume, fast-paced environment.
  • Relationship-building, consultative communication, sales, customer service, computer proficiency, and basic math skills.
  • Availability to work branch hours, including possible weekends and evenings.

Nice to have

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

Culture & Benefits

  • Competitive rewards package and benefits supporting employees, families, and well-being.
  • Inclusive and accessible application process with reasonable accommodations available.
  • Strong risk culture emphasizing proactive and responsible risk management.
  • Equal opportunity workplace.

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