8 дней назад
Relationship Banker Business Specialist (Banking)
63 000 - 105 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker Business Specialist (Banking): Managing and expanding consumer and business banking relationships under $2MM in sales revenue with an accent on proactive lead generation, tailored financial solutions, and client experience. Focus on building referrals across banking partners, solving customer needs across deposits, lending, payments, and investing, and managing branch risk and operations.
Location: In-office at the Belmont branch in Chicago, Illinois (3820 W Belmont Ave, Chicago, IL 60618).
Base salary: $63,000–$105,000 annually, plus incentive eligibility.
Company
is a banking organization serving consumer and business clients through its retail branch network.
What you will do
- Acquire and expand consumer and business banking relationships with businesses under $2MM in sales revenue.
- Generate leads, conduct appointments inside and outside the branch, and manage referrals through onboarding and servicing.
- Coordinate with Business Banking, Mortgage, Wealth Management, and Private Bank partners to address client needs.
- Deliver tailored solutions across deposits, lending, cash management, payments, and investing.
- Support branch team members with opportunity identification, referrals, lobby engagement, and customer education.
- Follow banking policies, manage risk, and participate in accurate daily branch operations.
Requirements
- Bachelor’s degree or a comparable combination of education, certification, and experience.
- Typically less than one year of professional experience or successful completion of a formal development program.
- Knowledge of banking products, business acumen, prospecting, selling, customer needs, and customer experience management.
- Ability to serve as a Notary Public in the applicable state.
- Ability to complete additional background checks required by consumer financial protection regulations.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Nice to have
- Spanish-speaking ability.
- Experience with proactive sales, client loyalty, digital awareness, and leveraging technology.
Culture & Benefits
- In-office workplace with an inclusive and supportive environment.
- Medical, prescription, dental, vision, life, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, paid holidays, parental leave, and vacation time.
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