Branch Banking Client Consultant II - Licensed (Fintech)

Location: Livonia, Michigan 48152, United States; branch-based role

Salary: $18.34–$27.68 per hour, plus potential variable incentives, bonuses, commissions, or other awards.

Company

hirify.global provides banking and financial services for clients through branch, lending, investment, and business banking offerings.

What you will do

• Resolve account questions, problems, and complaints while delivering a positive client experience.
• Support growth targets for deposits, loans, non-interest income, and primary client acquisition.
• Identify client needs and make relevant introductions to mortgage, business banking, and financial consultants.
• Conduct discovery-based conversations, preset appointments, and client education interactions.
• Execute sales, service, and banking transactions accurately and in compliance with applicable requirements.
• Complete moderately complex special projects and support additional branch responsibilities.

Requirements

• High school diploma, GED, equivalent qualification, or foreign equivalent.
• 4–5 years of customer service and sales experience, including experience in financial services.
• Ability to train and mentor others on products and platform procedures.
• Life and Health Insurance licenses must be obtained within the first 90 days.
• FINRA SIE, Series 6, and Series 63 or Series 66 licenses are required within the specified 90-day periods.
• Ability to build client relationships, communicate clearly, solve problems, and meet sales and referral goals.

Nice to have

• Financial services industry experience.
• Experience demonstrating digital products and self-service technologies.

Culture & Benefits

• Medical, dental, vision, life, and disability insurance.
• Comprehensive leave program.
• Equal opportunity employment environment.
• No unusual physical exertion is required.