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21 час назад

Relationship Banker (Financial Services)

38 250 - 61 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
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
Relationship Banker (Financial Services): Building and maintaining customer relationships while providing tailored banking, lending, and investment solutions with an accent on consultative sales, customer loyalty, and digital banking adoption. Focus on prospecting, cross-selling products, resolving customer concerns, and meeting branch sales and risk-management objectives.

Location: Summerdale Branch, Enola, Pennsylvania, United States; branch hours may include evenings and weekends.

Annual base pay: $38,250–$61,000 USD.

Company

hirify.global is a global financial services organization undergoing a customer-centric, technology-driven transformation.

What you will do

  • Build and maintain customer relationships by understanding financial needs and recommending tailored banking, lending, and investment solutions.
  • Promote and cross-sell products and services to achieve or exceed branch sales targets.
  • Prospect for new customers through networking, referrals, lead calling, portfolio management, and community engagement.
  • Deliver personalized service, resolve concerns, and foster customer satisfaction and loyalty.
  • Educate customers about digital banking tools and self-service options across in-person, phone, and digital channels.
  • Follow regulatory and internal risk and fraud controls while collaborating with branch teams and supporting nearby branches when needed.

Requirements

  • High school diploma or GED required.
  • At least 3 years of experience selling products or services in an incentive-based environment, or at least 12 months of retail banking, financial services, consultative relationship sales, or qualifying hirify.global experience.
  • At least 12 months of customer service experience in a high-volume, fast-paced environment.
  • Strong relationship-building, customer service, communication, consultative, influence, and sales skills.
  • Proficiency with digital tools and computers, along with basic math skills and the ability to manage multiple priorities.
  • Must be legally authorized to work full time in the United States without employer sponsorship.

Nice to have

  • Bachelor’s degree in a related field or equivalent experience, training, military service, or education.
  • Experience with Microsoft Office products.
  • Established work history or equivalent professional background.

Culture & Benefits

  • Customer-centric, inclusive, and technology-driven working environment.
  • Competitive rewards package based on skills, experience, training, licensure, certifications, and location.
  • Benefits designed to support employees, families, and well-being.
  • Commitment to proactive risk management and equal employment opportunity.
  • Reasonable accommodations are available throughout the application process.

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