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10 дней назад

Floating Universal Banker (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
Floating Universal Banker (Banking): Building and retaining client relationships by assessing financial needs, recommending banking solutions, and processing routine and complex financial center transactions with an accent on consultative sales, digital banking education, and risk-aware client service. Focus on identifying sales opportunities, managing lobby interactions, navigating banking systems, and meeting regulatory and NMLS registration requirements.

Location: Northeast St Petersburg, St Petersburg, Florida, United States. Work requires in-person financial center coverage, including weekends, some evenings, and travel if needed.

Company

hirify.global provides banking and financial services to clients through financial centers and digital banking channels.

What you will do

  • Build, manage, and retain client and prospect relationships through in-person meetings, phone calls, business visits, and educational seminars.
  • Assess financial needs and recommend tailored banking products and solutions through a consultative sales approach.
  • Educate clients on mobile, online, ATM, and other self-service banking options.
  • Process routine and complex transactions, including deposits, withdrawals, and loan payments.
  • Refer clients to specialized banking partners and develop sales opportunities through community and ecosystem relationships.
  • Manage lobby interactions, support operational safety, and apply sound risk-management decisions.

Requirements

  • High school diploma or GED required; a bachelor’s degree is preferred.
  • At least one year of professional sales and client service experience, with banking experience highly preferred; alternatively, a bachelor’s degree plus cash-handling and customer-service experience.
  • Ability to build and expand client relationships, learn multiple banking systems, and use search tools to find information.
  • NMLS registration under the SAFE Act of 2008 is required.
  • Employment is contingent on meeting initial and ongoing registration requirements and passing an acceptable background investigation.
  • Strong communication, organization, follow-up, collaboration, problem-solving, and ability to follow policies and regulatory requirements.

Culture & Benefits

  • Full-time employment in a financial center environment.
  • Work includes financial center hours, weekends, and some evenings.
  • Collaborative team environment focused on client service.
  • Role may require travel and the ability to lift or carry approximately 10 pounds when needed.

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