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3 часа назад

Personal Banker

21 - 25$
Формат работы
onsite
Тип работы
fulltime
Грейд
junior
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
Personal Banker (Retail Banking): Delivering customer-focused retail banking services, recommending financial products and digital solutions, and processing transactions accurately with an accent on needs-based conversations, sales fulfillment, and regulatory compliance. Focus on building customer relationships, identifying complex financial needs, and connecting customers with appropriate bank specialists.

Location: 5314 S Yale Ave, Tulsa, Oklahoma 74135, United States; full-time onsite position

Salary: $20.55–$25.05 per hour, based on experience, skills, and competencies, plus performance-based quarterly incentives.

Company

hirify.global provides retail banking and financial services focused on helping individuals and businesses manage their financial needs.

What you will do

  • Serve customers in person and over the phone through needs-based conversations.
  • Recommend retail banking products and digital solutions that match customer needs.
  • Educate customers and deliver a high-quality financial service experience.
  • Complete financial transactions accurately and efficiently while following policies and regulatory requirements.
  • Build relationships with customers, coworkers, internal departments, and bank specialists.
  • Identify complex financial needs and refer customers to appropriate specialists.

Requirements

  • High school diploma or equivalent combination of education and experience.
  • At least 1 year of sales or customer service experience.
  • Strong sales, customer service, communication, organization, and attention-to-detail skills.
  • Ability to meet individual and branch sales and customer service expectations.
  • Ability to manage multiple priorities, adapt to different situations, and work effectively as part of a team.
  • Proficiency with Microsoft Word, Excel, and Outlook.

Nice to have

  • Experience working in an environment with individual and team sales goals.

Culture & Benefits

  • Training, tools, and resources to support success in the role.
  • Career development and education assistance.
  • Employer-sponsored health, dental, and vision insurance.
  • 401(k), life insurance, paid vacation, and paid personal time.
  • Additional voluntary supplemental benefits and performance-based incentive opportunities.

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