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56 минут назад

Relationship Banker ll

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 ll (Banking/Sales): Building, expanding, and retaining client relationships through needs-based financial guidance, account services, and consumer loan support with an accent on customer experience, banking products, and compliance. Focus on identifying client needs, meeting branch goals through in-person and outbound activities, and coordinating referrals to business, mortgage, and financial advisory partners.

Location: Clayton, Missouri, United States

Company

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

What you will do

  • Build, expand, and retain client relationships by assessing financial needs and recommending suitable bank products and services.
  • Promote banking solutions through branch interactions, outbound calls, business visits, networking events, and At Work events.
  • Open and close accounts, research customer accounts, process transactions, and handle service, maintenance, and problem-resolution requests.
  • Solicit and facilitate consumer loan requests while maintaining knowledge of applicable lending policies and procedures.
  • Identify customer needs and refer clients to small business, corporate, institutional, mortgage, and financial advisory partners.
  • Meet or exceed individual and branch goals while supporting branch operations and customer satisfaction.

Requirements

  • High school diploma or GED.
  • At least two years of customer-facing, goal-oriented experience.
  • Ability to present information effectively to customers, clients, and employees in one-on-one and small-group settings.
  • Ability to work collaboratively in a fast-paced banking environment and support or guide the branch team when required.
  • Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
  • Proficiency with Microsoft Office and social media platforms.

Culture & Benefits

  • Customer-focused environment centered on trusted financial guidance.
  • Training on products, services, needs-based conversations, and role-specific tools.
  • Occasional travel for meetings, training, bank conversions, acquisition support, and assistance at other banking institutions in the market.
  • Compliance with applicable banking laws, regulations, policies, and procedures is required.

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