Назад
Company hidden
2 дня назад

Personal Banker

Формат работы
onsite
Тип работы
fulltime
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
Personal Banker (Banking and Client Sales): Building and expanding client relationships through financial needs assessments, tailored banking solutions, sales outreach, and community engagement with an accent on relationship development, digital banking education, and financial transactions. Focus on managing sales opportunities, addressing specialized client needs through referrals, and maintaining operational and financial safety.

Location: hirify.global Center, New Orleans, Louisiana, United States; onsite financial center role

Company

hirify.global provides banking products, services, and financial solutions to clients and communities.

What you will do

  • Build and maintain client and prospect relationships through meetings, phone outreach, community engagement, and educational events.
  • Assess financial needs and recommend tailored banking products and services.
  • Drive sales conversations, manage an opportunity pipeline, and achieve business development goals.
  • Educate clients on mobile, online, ATM, and other digital banking options.
  • Process deposits, withdrawals, loan payments, account servicing, and other routine or complex transactions.
  • Manage the financial center lobby experience and follow risk management and operational safety policies.

Requirements

  • High school diploma or GED required; a bachelor's degree is preferred.
  • At least 3 years of sales and client service experience, or a bachelor's degree with 2 years of cash-handling, customer service, and retail experience.
  • Ability to form, expand, and deepen client relationships.
  • Working knowledge of banking products, services, regulations, systems, applications, and research tools.
  • NMLS registration under the SAFE Act of 2008 is required, subject to successful registration and background check.
  • Ability to work financial center hours, including evenings and weekends, travel as required, work under stress, and lift or carry approximately 25 pounds when necessary.

Nice to have

  • Prior banking experience.
  • State Life Insurance license.
  • Bachelor's degree.

Culture & Benefits

  • Client-facing work involving local community engagement and educational events.
  • Flexible responsibilities based on financial center needs.
  • Equal opportunity and affirmative action employment practices.

Hiring process

  • Apply through the company application account and monitor the registered email, including the spam folder.
  • Employment is contingent upon successful NMLS registration and background check.

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 →