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8 дней назад

Relationship Banker Business Specialist (Banking)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
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
Relationship Banker Business Specialist (Banking): Growing consumer and business banking relationships for clients with under $2 million in sales revenue through lead generation, referrals, onboarding, and tailored financial solutions with an accent on client experience, business development, and branch collaboration. Focus on identifying banking opportunities, coordinating ecosystem partners, solving client needs across deposits, lending, payments, and investing, and managing operational risk.

Location: Century Corners branch, West Palm Beach, Florida 33417, United States; in-office role

Company

hirify.global is a banking organization serving consumer and business clients through its retail bank network.

What you will do

  • Acquire and expand consumer and business banking relationships for businesses with under $2 million in sales revenue.
  • Generate leads, conduct appointments inside and outside the branch, and create qualified referrals to banking partners.
  • Coordinate with Business Banking, Mortgage, Wealth Management, and Private Bank partners to match clients with appropriate resources.
  • Provide tailored solutions across deposits, lending, cash management, payments, and investing while resolving client issues.
  • Support branch colleagues in identifying opportunities, engaging clients, and growing share of wallet.
  • Follow banking policies, manage operational risk, and help ensure accurate daily 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, customer needs, prospecting, selling, and customer experience management.
  • Ability to serve as a Notary Public in the applicable state and complete required background checks.
  • hirify.global 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

  • Inclusive, supportive in-office workplace focused on customer service and employee contribution.
  • Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
  • 401(k) matching, pension, stock purchase plans, disability protection, and life insurance options.
  • Paid holidays, parental leave, vacation time, occasional absence days, and backup care support.
  • Educational assistance, wellness programs, and financial incentives.

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