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4 дня назад

Preferred Banker - Memphis East

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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Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Preferred Banker - Memphis East (Banking and Financial Services): Managing a portfolio of high-value banking customers across multiple branches with an accent on deposit products, lending, investments, credit management, and relationship growth. Focus on identifying financial needs, recommending banking products, developing customer relationships, and maintaining required FINRA licenses.

Location: Memphis, Tennessee, United States; office-based role

Company

hirify.global provides banking, lending, investment, and related financial services.

What you will do

  • Manage an assigned portfolio of high-value customers across multiple bank branches.
  • Identify opportunities to grow customer relationships through appointments, outreach, referrals, and a structured sales process.
  • Recommend deposit, lending, investment, and other banking products based on customer goals and needs.
  • Educate customers on banking products, services, and online, mobile, and ATM technology.
  • Build internal partnerships and refer customers to other areas of the bank.
  • Follow operational, security, risk, and regulatory policies and procedures.

Requirements

  • High school diploma or GED.
  • At least 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales, with investment or lending exposure.
  • Active FINRA licensing: at least 3 of the required licenses, including Series 6 or 7, Series 63 or 66, State Life and Health Insurance License, and SIE. Any remaining required licenses must be obtained within 120 days of hire.
  • Ability to drive sales, manage a book of business, build and retain relationships, and communicate effectively.
  • Must currently be authorized to work full time in the United States; immigration sponsorship is not available.

Nice to have

  • Bachelor's degree.
  • At least 2 years of experience in banking, financial services, or goal-driven retail sales with emphasis on investment or business lending and business sales.
  • Knowledge of deposit products and comfort with mobile and online banking services.

Culture & Benefits

  • Office-based workplace supporting in-person customer and colleague connections.
  • Work is subject to operational, security, risk, and regulatory standards.
  • The position is exempt from overtime eligibility.

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