Client Experience Associate (Banking)

Location: Miami, Florida, United States — in-office at the hirify.global Uptown 7th Ave Retail Branch, supporting branches in the North Miami region

Company

hirify.global is a retail banking organization focused on delivering customer experiences and supporting customers' financial wellbeing.

What you will do

• Deliver customer service that supports financial wellbeing, customer loyalty, and share of wallet.
• Process customer interactions and educate clients about available financial transaction options, products, and digital tools.
• Identify customer needs and refer appropriate banking opportunities to branch staff.
• Conduct lobby engagement and proactive sales conversations through service-to-sales, teller, and outbound interactions.
• Resolve customer problems using banking product and procedural knowledge.
• Complete teller, branch operations, and maintenance transactions accurately while following policies and risk controls.

Requirements

• Typically less than one year of related experience or relevant product knowledge; a university degree is not required.
• High school diploma or GED may not be required, depending on the comparable combination of education, certification, and experience.
• Knowledge of banking products, branch banking, customer service, customer experience, and proactive sales.
• Accuracy, attention to detail, effective communication, problem solving, fraud detection and prevention, and the ability to manage multiple priorities.
• Spanish speaking is preferred.
• Employment visa sponsorship and STEM OPT participation are not available for this position.

Culture & Benefits

• In-office work environment with an inclusive and supportive workplace culture.
• Eligible full-time employees may receive medical, prescription, dental, vision, life insurance, and disability coverage.
• Benefits may include a 401(k) with company match, pension, stock purchase plans, and dependent care reimbursement.
• Educational assistance, wellness programs, and financial incentives are available depending on eligibility.
• Paid time off may include parental leave, up to 11 paid holidays, occasional absence days, and 15 to 25 vacation days depending on career level and tenure.