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3 дня назад

Financial Relationship Banker (Fintech)

Формат работы
onsite
Тип работы
fulltime
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
Financial Relationship Banker (Fintech): Building and deepening consumer and business customer relationships through banking product recommendations, customer service, and referral development with an accent on deposit products, lending, financial technology, and regulatory compliance. Focus on identifying customer financial needs, resolving issues, optimizing digital banking use, and retaining relationships through a disciplined sales process.

Location: Cadillac, Michigan, United States; office-based

Company

hirify.global provides consumer and business banking products and services through its branch network.

What you will do

  • Provide excellent customer service and resolve customer issues.
  • Identify opportunities to grow and retain consumer and business relationships through appointments, referrals, and structured sales processes.
  • Recommend deposit, loan, and other banking products and services based on customer goals and needs.
  • Educate customers about online, mobile, and ATM banking technology.
  • Refer customers to other bank areas and build strong internal partnerships.
  • Follow operational, security, risk, and regulatory policies and procedures.

Requirements

  • High school diploma or GED.
  • At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a comparable military administration role.
  • Strong relationship-building, communication, presentation, and customer service skills.
  • Knowledge of consumer and business deposit products, lending, investments, and banking services is preferred.
  • Must be currently authorized to work full-time in the United States.
  • Huntington does not provide immigration sponsorship or assistance with obtaining work permission. Fingerprints and additional background checks may be required under NMLS regulations.

Nice to have

  • Bachelor’s degree and at least one year of relevant customer service and sales experience.
  • Experience with consumer lending, business lending, investments, mobile services, and online banking.

Culture & Benefits

  • Welcoming and inclusive branch environment.
  • Opportunity to contribute ideas affecting customers, the bank, and local communities.
  • This position is classified as office-based; flexible arrangements may apply to certain positions outside the branch network.

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