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3 часа 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 retaining consumer and business customer relationships by identifying financial goals and recommending appropriate deposit, loan, and banking services with an accent on customer service, sales, and financial product knowledge. Focus on resolving customer issues, developing referrals, educating customers on digital banking technology, and complying with operational, security, risk, and regulatory policies.

Location: Kalida, OH, United States; office-based

Company

hirify.global provides banking products and services to consumer and business customers through its branch network and digital channels.

What you will do

  • Retain and grow consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products.
  • Provide excellent customer service and resolve customer issues effectively.
  • Develop relationships through appointments, referrals, customer follow-up, and internal and external partnerships.
  • Educate customers about online, mobile, and ATM banking technology.
  • Maintain knowledge of banking products, services, technology, and policies.
  • Follow 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 a comparable military administration, contracting, or civil affairs role.
  • Ability to build, deepen, and retain customer relationships.
  • Knowledge of banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentations.
  • Excellent verbal and written communication skills and comfort with mobile and online banking services.
  • Must be currently authorized to work full-time in the United States; immigration sponsorship is not available. Fingerprinting and additional background checks may be required under NMLS regulations.

Nice to have

  • Bachelor's degree.
  • One year or more of relevant customer service and sales experience.
  • Knowledge of consumer and business deposit products.

Culture & Benefits

  • Welcoming and inclusive branch environment.
  • Opportunity to share ideas and influence customers, the bank, and local communities.
  • Office-based workplace with possible flexible arrangements for certain positions outside the branch network.
  • Equal opportunity and tobacco-free hiring practices.

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