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53 минуты назад

Relationship Banker I

Формат работы
onsite
Тип работы
fulltime
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 I (Banking/Sales): Building and retaining customer relationships by assessing financial needs, recommending banking products, opening and servicing accounts, and facilitating consumer loan requests with an accent on needs-based conversations, compliance, and customer experience. Focus on identifying opportunities through in-person and outbound interactions, meeting branch goals, and supporting account transactions and referrals across banking services.

Location: Columbia, Missouri, United States; role includes in-person branch interactions and occasional travel for meetings, training, conversions, and acquisition support.

Company

Regional community bank providing traditional banking services, digital capabilities, and financial solutions for customers.

What you will do

  • Build, expand, and retain customer relationships by assessing financial needs and recommending appropriate banking products and services.
  • Drive individual and branch goals through in-person conversations, outbound calling, business visits, networking, and community events.
  • Open and close accounts, research customer accounts, process transactions, and handle service and maintenance requests.
  • Solicit and facilitate consumer loan requests while following applicable loan policies and procedures.
  • Identify customer needs and refer them to small business, corporate, institutional, mortgage, and financial advisory partners.
  • Maintain high customer satisfaction while complying with banking laws, regulations, policies, BSA, and CIP requirements.

Requirements

  • High school diploma or GED.
  • At least one year of customer-facing, goal-oriented experience.
  • Ability to present information effectively in one-on-one and small-group settings.
  • Ability to work collaboratively in a fast-paced banking environment.
  • Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
  • Working knowledge of Microsoft Office and social media platforms.

Culture & Benefits

  • Training provided on banking products, services, needs-based conversations, and role-specific tools.
  • Team-centric environment focused on customer service and trusted financial guidance.
  • Opportunity to support other banking institutions within the local market.
  • Occasional travel is required, with limited overnight and out-of-town travel.

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