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1 день назад

Branch Banking Client Consultant II (Banking)

17 - 26$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Branch Banking Client Consultant II (Banking): Supporting clients with account questions, banking transactions, lending, basic investment interactions, and referrals to mortgage and business banking partners with an accent on client retention, sales performance, and regulatory compliance. Focus on resolving complex client concerns, identifying financial needs, and delivering accurate, tailored banking solutions.

Location: Boynton Beach, FL 33472-4423; onsite branch work

Salary: $17.12–$26.97 per hour, plus potential variable incentives, bonuses, commissions, or other awards.

Company

hirify.global provides retail banking services and financial products for clients.

What you will do

  • Resolve client account questions, problems, and complaints through research and clear communication.
  • Provide product details and tailored solutions addressing clients’ financial needs.
  • Support growth targets for deposits, loans, non-interest income, and primary client acquisition.
  • Identify client needs and introduce clients to mortgage and business banking partners.
  • Handle sales, service, and banking transactions accurately and in compliance with applicable policies.
  • Participate in moderately complex special projects and mentor colleagues on products and platform procedures.

Requirements

  • High school diploma, GED, or foreign equivalent.
  • 4–5 years of customer service and sales experience, including experience in financial services.
  • Ability to train and mentor others on products and platform procedures.
  • Ability to build trusted client and stakeholder relationships through clear communication and proactive collaboration.
  • Strong problem-solving, prioritization, business acumen, and relationship management skills.

Nice to have

  • Additional financial services industry experience.
  • Experience using and demonstrating digital products and self-service technologies.

Culture & Benefits

  • Medical, dental, vision, life, and disability insurance.
  • Comprehensive leave program.
  • Equal opportunity employment practices.
  • Compliance with applicable federal, state, and local laws and regulations.

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