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2 дня назад

Relationship Banker Business Specialist (Banking)

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
Relationship Banker Business Specialist (Banking): Acquiring and expanding consumer and business banking relationships for clients with under $2 million in sales revenue with an accent on proactive lead generation, tailored financial solutions, and client experience. Focus on developing branch and ecosystem referrals, managing banking relationships, solving client problems, and adhering to risk and operational controls.

Location: Willow Grove, Pennsylvania, United States — based at the Upper Dublin Branch; in-office role.

Company

hirify.global is a banking organization serving consumer and business clients through its Retail organization.

What you will do

  • Acquire new consumer and business banking opportunities with sales revenue under $2 million and expand existing client relationships.
  • Generate leads, conduct appointments inside and outside the branch, and create quality referrals to ecosystem partners.
  • Manage and grow Business Banking relationships while developing sales strategies from client information.
  • Coordinate with Wealth Management, Private Bank, Business Banking, Mortgage, branch leadership, and other partners to address client needs.
  • Deliver tailored solutions across deposits, lending, cash management, payments, and investing while resolving client issues.
  • Support branch operations and manage risk by following policies, procedures, and established controls.

Requirements

  • Bachelor’s degree or a comparable combination of education, certifications, and experience, including military service.
  • Typically less than one year of professional experience or successful completion of a formal development program.
  • Knowledge of banking products, business acumen, prospecting, selling, customer needs, and customer experience management.
  • Strong communication skills and the ability to manage multiple priorities and collaborate across a matrix organization.
  • Ability to serve as a Notary Public in the applicable state and complete additional background checks required by banking regulations.
  • Employment visa sponsorship and STEM OPT participation are not available for this position.

Culture & Benefits

  • Inclusive, supportive in-office workplace focused on customer service and collaboration.
  • Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
  • Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
  • Educational assistance, wellness incentives, dependent care support, and family-related reimbursements.
  • Paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.

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