2 часа назад
Relationship Banker (Fintech)
38 250 - 61 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Fintech) (Banking/Sales): Building and maintaining customer relationships while providing tailored banking, lending, and investment solutions with an accent on consultative sales, cross-selling, and personalized service. Focus on prospecting for new clients, improving digital banking adoption, resolving customer concerns, and meeting branch performance targets while maintaining regulatory and fraud controls.
Location: Flourtown, Pennsylvania, United States; onsite branch role with branch hours that may include weekends and evenings. Applicants must be legally authorized to work full-time in the United States without employer sponsorship.
Annual base pay: $38,250–$61,000 USD.
Company
is a financial services organization undergoing a customer-focused, technology-driven transformation.
What you will do
- Build and maintain customer relationships by understanding financial needs and providing tailored banking, lending, and investment solutions.
- Promote and cross-sell banking products and services while meeting or exceeding sales targets.
- Prospect for new clients through networking, referrals, lead calling, portfolio management, and community engagement.
- Deliver personalized service, resolve concerns, and strengthen customer loyalty.
- Educate customers on digital banking tools and self-service options across in-person, phone, and digital channels.
- Collaborate with branch teams, follow risk and fraud controls, and support nearby branches when needed.
Requirements
- High school diploma or GED required; a related bachelor’s degree or equivalent experience, training, military service, or education is preferred.
- At least 3 years of experience selling products or services in an incentive-based environment, or qualifying retail banking, financial services, consultative sales, or experience.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Relationship-building, consultative selling, communication, customer service, computer proficiency, and basic math skills.
- Ability to identify and escalate risk concerns, follow policies and procedures, manage multiple priorities, and work collaboratively.
- Legal authorization to work full-time in the United States without employer sponsorship is required.
Nice to have
- Experience with Microsoft Office products.
- Established work history or equivalent experience, training, military service, or education.
Culture & Benefits
- Customer-centric environment focused on innovation and technology-driven banking.
- Competitive rewards package based on skills, experience, training, licensure, certifications, and location.
- Benefits designed to support employees, families, and long-term well-being.
- Inclusive and accessible workplace with equal employment opportunity.
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