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15 часов 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): 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, relationship growth, and regulatory compliance. Focus on resolving customer issues, educating customers on banking technology, and deepening relationships through referrals and financial product guidance.

Location: Pittsburgh, PA, United States; office-based

Company

hirify.global provides branch banking services for consumer and business customers.

What you will do

  • Retain and grow consumer and business customer relationships by identifying financial goals and recommending suitable deposit, loan, and banking products.
  • Provide excellent customer service and resolve customer issues effectively.
  • Develop relationships through appointments, referrals, customer follow-up programs, and internal and external partners.
  • Educate customers about online, mobile, and ATM banking technology.
  • Refer customers to other bank areas to deepen relationships and build internal partnerships.
  • 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.
  • Knowledge of banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentations.
  • Fingerprinting and additional background checks may be required under NMLS regulations.
  • Must be currently authorized to work full time in the United States.

Nice to have

  • Bachelor's degree and one or more years of relevant customer service and sales experience.
  • Knowledge of consumer and business deposit products.
  • Strong verbal and written communication skills.
  • Comfort with mobile and online banking services.

Culture & Benefits

  • Welcoming and inclusive branch team environment.
  • Opportunity to share ideas and influence customers, the bank, and local communities.
  • Office workplace setting with potential flexible arrangements for certain positions outside the branch network.
  • Immigration sponsorship and assistance obtaining work permission are not available for this position.
  • Equal opportunity and tobacco-free hiring practices.

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