Назад
Company hidden
9 дней назад

Relationship Banker - FineMark (Banking)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Relationship Banker - FineMark (Banking): Building and developing client relationships while advising individuals and businesses on banking, lending, trust, and investment services with an accent on relationship banking, community engagement, and regulatory compliance. Focus on identifying complex client needs, coordinating solutions with bank professionals, and ensuring accurate transactions under federal and state banking regulations.

Location: Scottsdale, Arizona, United States; onsite at 7600 East Doubletree Ranch Road, Suite 100. Must be eligible to work in the US without sponsorship now or in the future.

Company

FineMark Bank & Trust, a division of hirify.global, provides banking, trust, and investment services.

What you will do

  • Build and develop new client relationships through outside calling, community involvement, and company events.
  • Establish relationships with attorneys, CPAs, and other community centers of influence to develop referral sources.
  • Identify individual and business banking, lending, trust, and investment needs and coordinate appropriate services with bank professionals.
  • Advise clients on deposit accounts, IRAs, CDs, sweep accounts, remote deposits, Internet banking, and other banking services.
  • Monitor economic conditions, financial issues, and regulatory changes while providing relevant client information.
  • Ensure transaction accuracy, resolve discrepancies, minimize risk, and comply with federal and state banking regulations, including dual-control procedures and preparation of CTRs and SARs.

Requirements

  • Bachelor’s degree in Finance or Business, or an equivalent combination of education and experience.
  • 6+ years of experience as a relationship banker.
  • Strong knowledge of relationship banking best practices.
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
  • Inquisitive, agile team player with excellent written, verbal, and interpersonal communication skills.
  • Ability to remain adaptable and resilient with an optimistic outlook aligned with the organization’s culture and Core Values.
  • Intermediate proficiency with Microsoft Word, Excel, Teams, and Outlook.
  • Must be eligible to work in the US without sponsorship now or in the future.

Nice to have

  • Experience with FIS banking software.

Culture & Benefits

  • Workplace grounded in integrity, teamwork, entrepreneurial spirit, thoughtful innovation, and sound decision-making.
  • Employer-sponsored health, dental, and vision insurance.
  • 401(k), life insurance, paid vacation, and paid personal time.
  • Career development, education assistance, and voluntary supplemental benefits.

Будьте осторожны

Если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого. Это мошенники. Обязательно жмите «Пожаловаться» или пишите в поддержку. Подробнее в гайде →