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1 день 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): Retaining and growing consumer and business customer relationships by identifying financial goals and recommending deposit, lending, and other banking products with an accent on customer service, relationship management, and sales. Focus on developing customer relationships, educating customers about digital banking, and adhering to operational, security, risk, and regulatory requirements.

Location: Pittsburgh, PA; office-based

Company

hirify.global provides consumer and business banking products and services.

What you will do

  • Retain and grow consumer and business customer relationships by identifying financial goals and recommending suitable banking products.
  • Provide customer service and resolve customer issues effectively.
  • Develop relationships through appointments, referrals, follow-up programs, and a structured sales process.
  • Educate customers about online, mobile, and ATM banking technologies and refer them to relevant areas of the bank.
  • Maintain knowledge of banking products, services, technology, and policies.
  • Follow operational, security, risk, and regulatory procedures.

Requirements

  • High school diploma or GED, or a bachelor's degree.
  • With a high school diploma or GED: 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales.
  • With a bachelor's degree: 1 year of customer service and sales experience in banking, financial services, or goal-driven retail sales.
  • At least 1 year of knowledge of consumer and business deposit products and lending, or business-to-business sales experience.
  • Must be currently authorized to work full-time in the United States.
  • Immigration sponsorship is not available for this position.

Nice to have

  • Bachelor's degree.
  • Comfort with mobile services and online banking technology.
  • Interest in building a long-term career through development plans and career paths.

Culture & Benefits

  • Full-time office-based work in a branch environment.
  • Career development paths and development plans are available.
  • Equal opportunity employment practices.
  • Tobacco-free hiring practice.

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