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4 часа назад

Financial Relationship Banker (Banking)

Формат работы
onsite
Тип работы
fulltime
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
Financial Relationship Banker (Banking): Building and deepening consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products with an accent on customer service, relationship growth, and banking technology. Focus on resolving customer issues, developing referrals, educating customers on digital banking, and complying with operational, security, risk, and regulatory policies.

Location: Kenosha, Wisconsin, United States; office-based

Employment type: Full time

Applicants must be currently authorized to work full time in the United States. Visa sponsorship is not available.

Company

hirify.global provides consumer and business banking products and services through its branch network.

What you will do

  • Build, retain, and grow consumer and business customer relationships.
  • Identify customer financial goals and recommend appropriate deposit, loan, and other banking products and services.
  • Provide excellent customer service and resolve customer issues effectively.
  • Develop relationship-growth opportunities through appointments, referrals, follow-up programs, and internal partnerships.
  • Educate customers on online, mobile, and ATM banking technology.
  • Follow operational, security, risk, and regulatory policies and procedures.

Requirements

  • High school diploma or GED.
  • At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a comparable military administration role.
  • Ability to build, deepen, and retain customer relationships.
  • Strong verbal and written communication and presentation skills.
  • Comfort using mobile and online banking technology.
  • Knowledge of consumer and business deposit products.

Nice to have

  • Bachelor's degree.
  • At least one year of customer service and sales experience in banking, financial services, retail sales, or business-to-business sales.
  • Knowledge of banking, sales, investments, consumer lending, business banking, and business lending.

Culture & Benefits

  • Welcoming and inclusive branch team environment.
  • Opportunity to share ideas and influence customers, the bank, and local communities.
  • Office-based work with collaboration and community-building through in-person connections.

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