Financial Relationship Banker (Banking)

Location: Warren, Ohio, United States; office-based

Company

hirify.global National Bank 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 deposit, loan, and other banking products.
• Provide customer service, resolve complex issues, process transactions accurately, and balance daily.
• Develop business through appointments, outside calling, referrals, and structured sales processes.
• Educate customers about online, mobile, and ATM banking technology.
• Refer customers to other areas of the bank and maintain knowledge of products, services, technology, and policies.
• Follow operational, security, risk, and regulatory procedures.

Requirements

• High school diploma or GED.
• At least 1 year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or relevant military administration, contracting, or civil affairs.
• At least 3 of 5 required licenses in active status: Series 6 or 7, Series 63 or 66, State Life and Health Insurance License, and SIE. Any remaining 2 licenses must be acquired within 120 days of hire.
• Additional background checks and fingerprinting are required under NMLS regulations.
• Applicants must already be authorized to work full-time in the United States.

Nice to have

• Bachelor's degree and 2 or more years of relevant customer service and sales experience.
• Knowledge of banking, sales, investments, consumer lending, business banking, business lending, and deposit products.
• Strong relationship-building, communication, presentation, and technology skills.

Culture & Benefits

• Welcoming and inclusive branch team environment.
• Opportunity to share ideas that influence customers, the bank, and local communities.
• Office-based workplace with arrangements specified by the hiring team.
• Immigration sponsorship is not available for this position.