Sr. Personal Banker

Location: Key Biscayne, Florida, United States; onsite role

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Manage and service client relationships, identify client needs, and coordinate with subject matter experts on potential opportunities.
• Process wires and fund transfers, open and close accounts, maintain records, image documents, and research client issues.
• Handle cash transactions, paying and receiving activities, daily balancing, and safe deposit box servicing where available.
• Set up client accounts and services, review documentation, and resolve deficiencies for deposit accounts.
• Follow banking operations, risk management, and compliance procedures while escalating issues appropriately.
• Monitor banking reports, support audits, mentor Personal Bankers, and train colleagues in deposit banking.

Requirements

• 3+ years of related experience.
• Knowledge of banking operations, products, services, federal regulations, and banking guidelines.
• Strong analytical, problem-solving, organizational, verbal, and written communication skills.
• Ability to work independently and collaboratively while managing conflicting priorities.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.
• Employment-based visa sponsorship is not available for this opportunity.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Inclusive workplace focused on supporting clients and local communities.
• Employee philanthropy and community service are supported.
• Reasonable accommodations are available during the employment process.