Rep, CS Banking Ops (Banking Operations)

Location: Tempe, Arizona, United States; onsite office role

Company

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

What you will do

• Manage inbound and outbound client and partner calls, provide accurate information, and resolve inquiries within the same day whenever possible.
• Document phone, email, and fax inquiries, research actions, and resolutions in the CRM system.
• Process ACH transfers, stop payments, wires, and general account maintenance accurately without monetary errors.
• Follow up by phone or email on issues requiring more than 24 hours to resolve.
• Identify customer needs, provide solutions or alternatives, and escalate complex issues to supervisors or subject-matter experts.
• Maintain knowledge of supported programs and attend educational seminars to improve performance.

Requirements

• Strong verbal, written, phone, active listening, and interpersonal communication skills.
• Ability to handle challenging callers, adapt to a fast-paced environment, multitask, and manage priorities effectively.
• Computer literacy and ability to navigate several applications and systems simultaneously.
• Knowledge of CRM systems and banking terminology, including investments, redemptions, ACH, and wire transfers.
• College or university degree and/or relevant experience in banking, a comparable industry, a call center, or customer support is preferred.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Opportunities for internal movement and professional development.
• Inclusive workplace focused on supporting the communities served.
• Reasonable accommodations are available during the employment process.