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14 часов назад

Preferred Banker (Banking)

52 000 - 101 000$
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
Preferred Banker (Banking): Managing high-value customer portfolios across bank branches by identifying financial goals and recommending deposit, lending, investment, and credit products with an accent on relationship development, sales, and regulatory compliance. Focus on growing customer relationships, managing a book of business, advising on banking technology, and maintaining required FINRA licensing.

Location: Excelsior, Minnesota, United States; office-based. Applicants must be currently authorized to work full time in the United States. hirify.global does not sponsor immigration benefits or work permits.

Salary: $52,000–$101,000 annual base salary plus incentives.

Company

hirify.global is a banking and financial services organization providing deposit, lending, investment, and other banking products.

What you will do

  • Manage an assigned portfolio of high-value customers across multiple bank branches.
  • Identify opportunities to grow relationships through appointments, outbound calling, referrals, and a structured sales process.
  • Recommend deposit, lending, investment, and credit products based on customer goals and needs.
  • Educate customers about banking products and online, mobile, and ATM services.
  • Build internal partnerships and refer customers to relevant areas of the bank.
  • Follow operational, security, risk, and regulatory policies and procedures.

Requirements

  • High school diploma or GED.
  • At least 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales, with investment or lending exposure.
  • At least 3 of the required FINRA or insurance licenses must be active, with the remaining required licenses obtained within 120 days of hire.
  • Ability to drive sales, manage a book of business, and build, deepen, and retain customer relationships.
  • Strong banking, investment, lending, customer service, communication, and presentation skills.

Nice to have

  • Bachelor's degree.
  • At least 2 years of experience in business lending or business sales.
  • Knowledge of deposit products and comfort with mobile and online banking technology.

Culture & Benefits

  • Office-based workplace with potential flexible arrangements for certain positions outside the branch network.
  • Health insurance, wellness programs, life and disability insurance, and retirement savings plans.
  • Paid leave, paid holidays, and paid time off.
  • Eligibility for applicable incentive compensation.

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