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Financial Relationship Banker (Saint Joseph, MI)

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 retaining 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 growth, and banking technology. Focus on resolving customer issues, developing referrals, educating customers on digital banking, and following security, risk, and regulatory requirements.

Location: Saint Joseph, MI, United States; workplace type: Office. Applicants must be currently authorized to work full-time in the United States.

Company

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

What you will do

  • Provide excellent customer service and resolve customer issues effectively.
  • Identify financial goals and recommend appropriate deposit, loan, and other banking products and services.
  • Grow, deepen, and retain consumer and business customer relationships through appointments, referrals, follow-up programs, and internal partnerships.
  • Educate customers on online, mobile, and ATM banking technology.
  • Maintain knowledge of banking products, services, technology, and policies.
  • 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 qualifying military administration, contracting, or civil affairs experience.
  • Ability to build, deepen, and retain customer relationships.
  • Strong verbal and written communication skills, with presentation and customer service abilities.
  • Additional background checks and fingerprinting may be required under NMLS regulations.
  • Current full-time authorization to work in the United States is required; immigration sponsorship is not available.

Nice to have

  • Bachelor's degree and one or more years of relevant customer service and sales experience.
  • Knowledge of banking, sales, investments, consumer lending, business banking, and business lending.
  • Comfort with mobile services and online banking technology.
  • Knowledge of 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.
  • Office-based work designed to support customer and community connections.
  • Equal opportunity and tobacco-free hiring practices.

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