Personal Banker - Cotswold

Location: In-office at the Cotswold Branch in Charlotte, North Carolina, United States

Company

hirify.global is a retail banking organization focused on customer financial wellbeing, banking solutions, and branch-based service.

What you will do

• Acquire and deepen branch customer relationships through proactive sales and service activities.
• Conduct outbound calls, appointment setting, lobby engagement, and service-to-sales conversations.
• Identify customer needs and recommend appropriate banking, lending, and digital solutions.
• Build customer loyalty and increase share of wallet through personalized financial guidance.
• Resolve customer problems using product and procedural knowledge.
• Support daily branch operations while following risk controls and established procedures.

Requirements

• Typically 3+ years of related experience or product knowledge.
• An associate degree or equivalent is typically expected; a comparable combination of education, certification, and experience may be considered.
• Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
• Strong customer service, communication, problem-solving, and prioritization skills.
• Additional background checks may be required under Consumer Financial Protection Bureau regulations.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• In-office work environment with a focus on supportive collaboration and workplace balance.
• Medical, prescription, dental, and vision coverage options for eligible full-time employees.
• 401(k) matching, pension, stock purchase plans, disability protection, and life insurance options.
• Paid holidays, parental leave, vacation days, and occasional absence days, depending on eligibility.
• Educational assistance, wellness programs, and dependent care support.