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6 дней назад

Sales Support Officer II Relationship Team (Banking)

25 - 93$
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
Sales Support Officer II Relationship Team (Banking): Supporting relationship teams through the sales cycle, client onboarding, account documentation, product setup, and post-sales service with an accent on regulatory standards, client satisfaction, and operational accuracy. Focus on reviewing and submitting account packages, resolving documentation gaps, providing product guidance, and escalating high-risk activities.

Location: In office at 350 S Grand Ave, Los Angeles, California, US, or Beverly Hills, California

Salary: $25.93–$41.43 per hour, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada.

What you will do

  • Support Relationship Teams with relationship reviews, new account packages, service requests, and client onboarding.
  • Review account information and documentation, collect missing materials, submit complete packages, and escalate high-risk activities.
  • Provide in-office phone sales support and practical guidance on product usage and functionality.
  • Attend operations, team, relationship, and risk review meetings and provide product information or line training.
  • Support business development, client retention, special projects, and on-site sales calls.
  • Follow banking, credit, operational, and regulatory requirements, including Bank Secrecy Act and Know Your Client standards.

Requirements

  • At least 3 years of general banking experience or equivalent training.
  • At least 3 years of Sales Support or Operations experience.
  • At least 3 years of experience with Microsoft Office Suite, including Excel and PowerPoint.
  • Understanding of basic banking operations and proficiency with network and PC-based software applications.
  • Strong written and verbal communication skills.
  • Ability to analyze and evaluate information and data to formulate conclusions and recommendations.

Nice to have

  • Four-year college or university degree in a discipline related to financial services, or equivalent job experience.

Culture & Benefits

  • Medical, dental, and vision coverage available from the first month following the start date.
  • 401(k) company matching contribution.
  • Tuition reimbursement and internal upskilling and training resources.
  • Vacation, sick, and volunteer time.
  • Health and family planning programs, including fertility, cancer, diabetes, and musculoskeletal support.
  • Career mobility support and colleague resource groups.

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