2 часа назад
Licensed Relationship Manager (Banking)
23 - 27$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Licensed Relationship Manager (Banking): Building and managing high-value retail client relationships while leading investment sales, deposit growth, account servicing, and consumer lending activities with an accent on customer experience, regulatory compliance, and branch operations. Focus on growing client portfolios, resolving service issues, originating consumer loans, supervising teller operations, and coordinating sales and service across the office.
Location: Hamburg, NY, United States; on-site work required
Salary: $23.00–$27.00 per hour, plus a structured incentive compensation plan, additional bonus opportunities, and benefits.
Company
provides banking products and services through retail offices and investment services.
What you will do
- Build and manage relationships with high-value retail clients, grow portfolios, and support branch investment and retail goals.
- Identify customer needs, drive deposit growth and investment sales, cross-sell banking products, and develop referrals.
- Open and maintain customer accounts, process transactions, originate consumer loans, and support mortgage lending activities.
- Resolve customer service issues, maintain a high-quality customer experience, and support branch business plans and CRM initiatives.
- Assist with office operations, including teller coverage, workload management, scheduling, security, audits, collections, and operational procedures.
- Support and cross-train staff while ensuring compliance with bank policies, broker/dealer procedures, and federal and state regulations.
Requirements
- High school diploma or equivalent preferred.
- 2–6 years of customer service, investment or insurance product sales, and administrative or supervisory experience preferred.
- 3–5 years of banking experience with an understanding of consumer lending preferred.
- FINRA SIE, Series 6, and Series 63 must be in good standing upon hire or pursued upon hire.
- A current applicable state Life and Health Insurance License is required upon hire or must be pursued upon hire.
- Ability to analyze financial and client data, communicate clearly, make sound decisions, use banking and Microsoft Office systems, and work with on-site equipment.
Culture & Benefits
- Structured incentive compensation plan with additional bonus opportunities.
- Benefits are available for eligible employees.
- Collaborative branch environment with opportunities to participate in community activities and staff development.
- Required coursework, educational seminars, and coaching support professional development.
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