2 дня назад
Sales and Service Banker (Fintech)
34 500 - 53 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales and Service Banker (Fintech): Serving as a trusted banking advisor in a Philadelphia branch by developing customer relationships, processing teller transactions, and recommending banking, lending, and investment products with an accent on customer experience, relationship growth, and fraud prevention. Focus on cross-selling tailored financial solutions, educating customers on digital banking tools, handling cash accurately, and meeting branch sales goals while maintaining regulatory compliance.
Location: Philadelphia, Pennsylvania, United States; branch-based work with possible support for nearby branches
Annual base pay: $34,500–$53,000 USD
Company
is a global financial services organization evolving toward a technology-driven, customer-centric banking model.
What you will do
- Serve as a trusted advisor by understanding customers' financial needs and recommending tailored banking, lending, and investment solutions.
- Build and deepen customer relationships through account support, portfolio management, branch activities, and partner referrals.
- Process deposits, withdrawals, transfers, and other teller transactions while handling cash and maintaining accurate drawer balances.
- Educate customers about digital banking platforms and self-service options across in-person, phone, and digital channels.
- Resolve customer concerns, foster loyalty, and collaborate with colleagues to achieve branch sales and performance goals.
- Follow regulatory requirements and internal policies for operational accuracy, risk management, and fraud defense.
Requirements
- High school diploma or GED required; a related bachelor's degree or equivalent experience, training, military service, or education is preferred.
- At least 12 months of product or service sales experience, or qualifying retail banking, financial services, consultative relationship sales, or experience.
- At least 6 months of customer service experience in a high-volume, fast-paced environment and 6 months of cash-handling experience.
- Customer relationship-building, consultative sales, cross-selling, communication, collaboration, and attention-to-detail skills.
- Computer proficiency, basic math skills, and the ability to use digital tools and follow policies and procedures.
- Must be legally authorized to work full-time in the United States without employer sponsorship; branch hours may include evenings and weekends.
Nice to have
- Established work history or equivalent experience, training, military service, or education.
- Experience with Microsoft Office products.
Culture & Benefits
- Customer-centric environment focused on innovation and continuous transformation.
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Inclusive and accessible application process with reasonable accommodations available.
- Strong organizational culture of proactive risk management and accountability.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
6 дней назад
Personal Banker - Universal - Federal and Alameda (Retail Banking)
45 375 - 75 625$
5 дней назад
Senior Relationship Banker (Financial Services)
22 - 61$
4 дня назад
Bilingual Personal Banker (Polish)
45 375 - 75 625$
6 часов назад
Branch Banking Leader (Fintech)
59 085 - 99 485$
7 дней назад
Bilingual Spanish Relationship Banker - Fairfax VA (Fintech)
24 - 40$
4 часа назад
Associate Relationship Manager (Fintech)
61 073 - 107 489$