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4 часа назад

Relationship Banker II (Fintech)

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 and retaining customer relationships by assessing financial needs and recommending banking, lending, and partner solutions with an accent on needs-based conversations, account services, and customer experience. Focus on generating business through in-person interactions, outbound calls, community networking, and compliant consumer loan support.

Location: Lockwood, Missouri, United States

Company

hirify.global is a regional community bank providing personal, business, mortgage, and financial services supported by banking technology.

What you will do

  • Build, expand, and retain customer relationships while delivering a high-quality banking experience.
  • Assess customer needs and recommend appropriate branch, digital, lending, and partner solutions.
  • Generate business through in-person conversations, outbound calls, business visits, networking, and workplace events.
  • Open and close accounts, research account information, process transactions, and resolve customer requests.
  • Solicit and facilitate consumer loan requests and refer customers to small business, corporate, mortgage, and financial advisors.
  • Maintain compliance with applicable laws, policies, BSA, CIP, and required training procedures.

Requirements

  • High school diploma or GED.
  • At least two years of customer-facing, goal-oriented experience.
  • Ability to present information effectively to individuals and small groups.
  • Ability to coach and guide the branch team when the AFCM is absent.
  • Working knowledge of Microsoft Office and social media platforms.
  • Registration with the NMLS and/or obtaining an NMLS license after employment is required.

Culture & Benefits

  • Team-oriented work in a fast-paced banking environment.
  • Training provided on products, services, needs-based conversations, and role-specific tools.
  • Occasional travel for meetings, training, bank conversions, acquisitions, and support at other institutions in the market.
  • Professional customer-facing role with opportunities to support clients throughout their financial life stages.

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