22 часа назад
Senior Relationship Banker (Fintech)
54 375 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Relationship Banker (Fintech): Managing and growing portfolios of high-value consumer and small business banking clients with an accent on relationship development, needs-based sales, and personalized customer service. Focus on cross-selling financial products, resolving complex client issues, collaborating with business partners, and maintaining compliance with risk and fraud requirements.
Location: Onsite at the Avenue J branch in Brooklyn, New York, United States; branch hours may include weekends and evenings.
Annual base pay: $54,375–$90,000 USD
Company
is a financial services organization undergoing a customer-centric, technology-driven transformation.
What you will do
- Manage and grow a portfolio of high-value consumer and small business clients.
- Build relationships with new and existing customers through calls, regular outreach, branch interactions, and digital channels.
- Assess customer needs and recommend consumer, business banking, and lending solutions.
- Identify cross-sales opportunities and collaborate with product partners and branch colleagues.
- Resolve client inquiries and challenges while delivering personalized, seamless service.
- Follow regulatory requirements and internal policies related to risk and fraud prevention.
Requirements
- High school diploma, GED, or equivalent work experience.
- At least 5 years of experience selling products or services in an incentive-based environment, or at least 2 years of financial services experience acquiring and developing client relationships.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Knowledge of consumer and small business banking products, lending, sales, portfolio management, and relationship building.
- Strong communication, consultative, influence, critical thinking, and problem-solving skills; computer proficiency and basic math skills.
- 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 education and experience.
- Experience with Microsoft Office products.
Culture & Benefits
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Inclusive and accessible application process with reasonable accommodations available.
- Strong organizational focus on proactive and responsible risk management.
- Role may occasionally support nearby branch locations based on business needs.
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