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17 часов назад

Relationship Banker II (Banking)

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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Описание вакансии

Текст:
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TL;DR
Relationship Banker II (Banking): Building, expanding, and retaining client relationships by assessing financial needs and recommending banking, lending, and partner solutions with an accent on customer experience, needs-based conversations, and regulatory compliance. Focus on opening and closing accounts, facilitating consumer loan requests, achieving branch goals, and supporting customers through accurate transactions and problem resolution.

Location: Tyler, TX, United States; branch-based role with occasional travel for meetings, training, conversions, and acquisition support.

Company

hirify.global is a regional community bank providing financial products, digital banking capabilities, and advisory support for personal and business customers.

What you will do

  • Build, expand, and retain client relationships through in-person interactions, outbound calls, business visits, networking, and community events.
  • Assess customer needs and recommend banking products, digital services, consumer lending options, and partner solutions.
  • Open and close accounts, research account information, process transactions, and resolve customer service requests.
  • Solicit and facilitate consumer loan requests while maintaining knowledge of lending policies and procedures.
  • Refer customers to small business, corporate, institutional, mortgage, and financial advisory partners.
  • Meet individual and branch goals while maintaining compliance and a high level of client satisfaction.

Requirements

  • High school diploma or GED.
  • At least two years of customer-facing, goal-oriented experience.
  • Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
  • Ability to present information effectively in one-on-one and small-group settings.
  • Ability to coach and guide the branch team in the absence of an Assistant Financial Center Manager.
  • Proficiency with Microsoft Office and social media platforms.

Culture & Benefits

  • Team-oriented environment focused on customer relationships and financial guidance.
  • Training provided on products, services, needs-based conversations, and role-specific tools.
  • Opportunity to support customers through traditional branch services and digital banking capabilities.
  • Occasional travel is required, with sporadic and minimal overnight or out-of-town assignments.

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