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3 дня 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, sales, and regulatory compliance. Focus on growing existing relationships, resolving customer issues, educating customers about banking technology, and referring customers to relevant bank services.

Location: Grand Rapids, MI, United States; office-based

Company

hirify.global 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 customer service, resolve customer issues, and follow up with new and existing customers.
  • Generate relationship-growth opportunities through appointments, referrals, internal partnerships, and a structured sales process.
  • 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 skills, with comfort using mobile and online banking technology.
  • Fingerprinting and additional background checks may be required under NMLS regulations.
  • Must be currently authorized to work full time in the United States.

Culture & Benefits

  • Welcoming and inclusive branch team environment.
  • Opportunity to share ideas that affect customers, the bank, and local communities.
  • Access to internal partnerships and training on banking products, services, technology, and policies.
  • Immigration sponsorship is not available for this position.
  • Tobacco-free hiring practice and equal opportunity employment.

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