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34 минуты назад

Financial Relationship Banker

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/Customer Relationships): Retaining and growing consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products and services with an accent on customer service, relationship development, and regulatory compliance. Focus on resolving customer issues, generating referrals, educating customers about banking technology, and deepening relationships across consumer and business banking.

Location: Cadiz, Ohio, United States; office-based

Company

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

What you will do

  • Retain and grow consumer and business customer relationships by identifying financial goals and needs.
  • Recommend appropriate deposit, loan, and other banking products and services.
  • Provide excellent customer service and resolve customer issues effectively.
  • Generate 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 complete additional background checks and provide fingerprints under NMLS regulations.
  • Must be currently authorized to work full time in the United States.
  • Strong verbal and written communication skills and the ability to build, deepen, and retain customer relationships.
  • Comfort using mobile services and online banking technology.

Nice to have

  • Bachelor's degree.
  • One or more years of customer service and sales experience in banking, financial services, retail, or business-to-business sales.
  • Knowledge of banking, investments, consumer lending, business banking, business lending, and consumer and business deposit products.

Culture & Benefits

  • Welcoming and inclusive branch team environment.
  • Opportunity to share ideas and influence customers, the bank, and local communities.
  • Full-time office-based workplace.
  • No immigration sponsorship is available for this position.

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