Relationship Banker (Fintech)

Location: One and Olney Square, Philadelphia, Pennsylvania, United States. Onsite branch work with hours that may include weekends and evenings; support for nearby branches may be required.

Annual base pay: $38,250–$61,000 USD.

Company

Financial services organization evolving toward a technology-driven, customer-centric banking model.

What you will do

• Build long-term customer relationships by understanding financial needs and providing tailored banking, lending, and investment solutions.
• Meet or exceed sales targets by promoting and cross-selling banking products and services.
• Prospect for new customers through referrals, networking, outbound calling, portfolio management, and community engagement.
• Deliver personalized service, resolve concerns, and educate customers about digital banking and self-service options.
• Collaborate with branch colleagues and partners to achieve sales and performance goals.
• Follow regulatory requirements and internal policies for risk management and fraud prevention.

Requirements

• Legal authorization to work full-time in the United States without employer sponsorship is required.
• High school diploma or GED required; a related bachelor’s degree is preferred.
• At least 3 years of experience selling products or services in an incentive-based environment, or qualifying experience in retail banking, financial services, consultative relationship sales, or hirify.global.
• At least 12 months of customer service experience in a high-volume, fast-paced environment.
• Relationship-building, consultative sales, communication, teamwork, and customer service skills.
• Proficiency with digital tools, computer applications, basic mathematics, policies, procedures, and risk escalation.

Nice to have

• French or Spanish bilingual ability.
• Experience with Microsoft Office products.
• Additional relevant work history, training, military service, or education.

Culture & Benefits

• Customer-centric environment focused on innovation and responsible risk management.
• Rewards package and benefits supporting employees, families, and well-being.
• Inclusive and accessible application process with reasonable accommodations available.
• Equal opportunity workplace.