Senior Premier, Preferred FINRA Licensed Banker (Banking)

Location: Charlotte, NC, United States. Workplace type: Office. Applicants must be currently authorized to work full-time in the United States.

Company

hirify.global provides banking, lending, investment, and financial services to consumers and businesses.

What you will do

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

Requirements

• High school diploma or GED and at least two years of customer service and sales experience in banking, financial services, or goal-driven retail sales.
• Experience emphasizing investments or lending and sales.
• At least three of the required FINRA or insurance licenses in active status, 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.
• Strong banking, investment, lending, sales, customer service, communication, presentation, and relationship-management skills.
• Current authorization to work full-time in the United States is required; visa sponsorship is not available.

Nice to have

• Bachelor's degree.
• At least two years of experience in business lending or business sales.
• Experience driving sales and managing a book of business.
• Knowledge of deposit products and online banking technology.

Culture & Benefits

• Full-time, exempt position.
• Office-based work environment.
• Some positions outside the branch network may be eligible for flexible work arrangements, subject to hiring-team confirmation.
• Workplace approach combines in-office collaboration with potential work-from-home flexibility where applicable.