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Financial Relationship Banker - Georgetown, TX

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 with an accent on customer service, sales, and financial needs analysis. Focus on resolving customer issues, growing relationships through referrals and appointments, educating customers on banking technology, and following security, risk, and regulatory procedures.

Location: Georgetown, Texas, United States; office-based

Company

hirify.global provides consumer and business banking products and services.

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 customer service and resolve customer issues effectively.
  • Generate relationship growth through appointments, referrals, sales processes, and follow-up programs.
  • Educate customers about online, mobile, and ATM banking technology.
  • Maintain product and policy knowledge while following operational, security, risk, and regulatory 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 relevant military service.
  • Ability to build, deepen, and retain customer relationships.
  • Excellent verbal and written communication skills.
  • Currently authorized to work full time in the United States.
  • NMLS-related background checks and fingerprinting may be required.

Nice to have

  • Bachelor’s degree and at least one year of relevant customer service and sales experience.
  • Knowledge of banking, sales, investments, consumer lending, business banking, business lending, and deposit products.
  • Comfort with mobile and online banking services.

Culture & Benefits

  • Welcoming and inclusive branch team environment.
  • Opportunity to share ideas that affect customers, the bank, and local communities.
  • Office-based workplace.
  • Immigration sponsorship and assistance obtaining work permission are not available.
  • Equal opportunity employer and tobacco-free hiring practice.

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