8 дней назад
Consumer & Business Banking Senior Relationship Banker (Fintech)
54 375 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Consumer & Business Banking Senior Relationship Banker (Fintech): Managing and growing portfolios of high-value consumer and small business clients through relationship development, needs-based banking solutions, and cross-selling with an accent on customer engagement, financial products, and regulatory compliance. Focus on identifying client needs, expanding business relationships, resolving complex customer issues, and supporting branch performance across in-person, phone, and digital channels.
Location: Wyomissing, Pennsylvania, United States; branch hours may include evenings and weekends
Annual base pay: $54,375–$90,000 USD
Company
is a financial services organization undergoing a customer-centric, technology-driven transformation.
What you will do
- Manage and grow a portfolio of high-value consumer and small business clients.
- Develop new relationships and deepen existing ones through outreach, early engagement calls, and regular customer contact.
- Assess financial needs and recommend consumer banking, business banking, lending, and other needs-based solutions.
- Identify cross-selling opportunities and collaborate with product partners and branch colleagues to achieve performance goals.
- Deliver personalized service through in-person, phone, and digital channels while resolving customer questions and issues.
- Follow regulatory, risk, fraud prevention, and internal policy requirements, with potential support for nearby branches.
Requirements
- High school diploma or GED required; a related bachelor’s degree or equivalent experience is preferred.
- At least 5 years of incentive-based sales experience, or 2 years of financial services experience acquiring and developing client relationships.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Strong financial acumen and knowledge of consumer and small business products, lending, sales, and cross-selling.
- Proven relationship-building, communication, consultative, problem-solving, digital tool, and portfolio management skills.
- Must be legally authorized to work full-time in the United States without employer sponsorship.
Nice to have
- Established work history or equivalent experience, training, military service, or education.
- Experience with Microsoft Office products.
Culture & Benefits
- Customer-centric environment focused on innovation, responsible risk management, and continuous transformation.
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Inclusive and accessible application process with reasonable accommodations available.
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