Personal Banker (Banking)

Location: Phoenix, AZ, United States

Company

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

What you will do

• Execute client account servicing requests, including wires, fund transfers, account openings and closures, documentation, record maintenance, and document imaging.
• Handle cash transactions, paying and receiving activities, and daily balancing in accordance with banking operations procedures.
• Coordinate with relationship management and client service teams to gather information and resolve client requests.
• Apply banking, risk management, and compliance policies while escalating issues and concerns to management.
• Use business applications and online tools to support client and account servicing, and maintain knowledge of banking products and services.
• Assist with safe deposit box servicing, banking reports, audits, and client questions about products and services.

Requirements

• 2–3 years of related experience.
• Knowledge of federal regulations, banking guidelines, banking operations, products, and services preferred.
• Strong client service, problem-solving, organizational, verbal, and written communication skills.
• Ability to think critically and work independently and as part of a team.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture focused on financial strength and stability.
• Opportunities for internal mobility and access to senior leaders.
• Inclusive workplace with community service and philanthropy initiatives.
• Reasonable accommodations are available during the employment process for individuals with health conditions and disabilities.