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8 дней назад

Consumer & Business Banking Senior Relationship Banker (Fintech)

54 375 - 90 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
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
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

hirify.global 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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