2 дня назад
Relationship Banker Business Specialist (Banking)
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 for clients with under $2MM in sales revenue, with an accent on proactive prospecting, tailored financial solutions, and client experience. Focus on generating referrals, coordinating ecosystem partners, solving customer needs across deposits, lending, payments, and investing, and managing branch risk and operations.
Location: Washington, Pennsylvania, United States — Washington North branch; in-office position
Company
is a banking organization serving consumer and business clients through its retail banking network.
What you will do
- Acquire and expand consumer and business banking relationships for businesses with under $2MM in sales revenue.
- Generate leads, conduct appointments inside and outside the branch, and create quality referrals.
- Coordinate with branch colleagues and partners across Wealth Management, Private Bank, Business Banking, and Mortgage.
- Deliver tailored solutions covering deposits, lending, cash management, payments, investing, and financial transactions.
- Manage client problems and escalations while building loyalty and increasing share of wallet.
- Follow banking policies, manage risk, and support efficient branch operations.
Requirements
- Bachelor’s degree, or a comparable combination of education, certifications, 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 experience management, and effective communication.
- Ability to serve as a Notary Public in the applicable state.
- Ability to complete additional background checks required under Consumer Financial Protection Bureau regulations.
- Must work in the Washington North branch; visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- Inclusive workplace focused on customer service, collaboration, and employee contribution.
- Eligible full-time employees may receive medical, prescription, dental, and vision coverage.
- Benefits may include a Health Savings Account, life and disability insurance, 401(k) matching, pension, and stock purchase plans.
- Educational assistance, wellness programs, dependent care support, and family-related reimbursements may be available.
- Paid time off may include up to 11 holidays, 9 occasional absence days, and 15 to 25 vacation days depending on career level and service.
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