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13 часов 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): Building and retaining consumer and business customer relationships by identifying financial goals and recommending appropriate deposit, loan, and banking products with an accent on customer service, relationship growth, and banking technology. Focus on resolving customer issues, educating customers on digital banking services, generating referrals, and following security, risk, and regulatory procedures.

Location: Saginaw, MI, United States; office-based

Company

hirify.global is a banking institution serving consumer and business customers through branch banking and financial products.

What you will do

  • Retain and grow consumer and business customer relationships by identifying financial goals and needs.
  • Recommend appropriate deposit, loan, and other banking products and services.
  • Provide customer service, resolve issues, and generate relationship-growth opportunities through appointments, referrals, and follow-up programs.
  • Educate customers about online, mobile, and ATM banking technology.
  • Refer customers to other areas of the bank and maintain knowledge of products, services, technology, and policies.
  • Follow operational, security, risk, and regulatory policies and procedures.

Requirements

  • High school diploma or GED.
  • At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a qualifying military administration, contracting, or civil affairs role.
  • Applicants must already be authorized to work full-time in the United States.
  • Immigration sponsorship is not available for this position.
  • Additional background checks and fingerprinting may be required under NMLS regulations.
  • Strong relationship-building, communication, banking, sales, and customer service capabilities.

Nice to have

  • Bachelor's degree.
  • Knowledge of consumer and business deposit products.
  • Experience with investments, consumer lending, business lending, presentations, and mobile or online banking services.

Culture & Benefits

  • Welcoming and inclusive branch team environment.
  • Opportunity to share ideas that affect customers, the bank, and local communities.
  • Office-based work arrangement; specific arrangements are confirmed by the hiring team.
  • Equal opportunity and tobacco-free hiring practices.

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