Client Experience Associate (Banking)

Location: Wesley Chapel, Florida, United States; in-office at Epperson Branch

Company

hirify.global operates a retail banking organization focused on customer financial wellbeing, loyalty, and inclusive workplace practices.

What you will do

• Process customer interactions and educate clients on available financial transaction options.
• Identify banking opportunities and make appropriate referrals to branch staff.
• Engage customers in the lobby and position hirify.global products using technology, tools, and resources.
• Resolve customer problems by applying product and procedural knowledge.
• Complete teller and branch operations accurately and efficiently while following policies and procedures.
• Support proactive service-to-sales conversations and help grow customer loyalty and share of wallet.

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 be required depending on the candidate's experience and qualifications.
• Knowledge of banking products, branch banking, customer service, and customer experience principles.
• Strong accuracy, attention to detail, communication, problem-solving, and prioritization skills.
• Ability to identify customer needs, detect and prevent fraud, manage risk, and follow established procedures.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice to have

• Spanish-speaking ability.

Culture & Benefits

• In-office work environment with an inclusive and supportive culture.
• Medical, prescription drug, dental, and vision coverage options for eligible full-time employees.
• 401(k) matching, pension, stock purchase plans, and financial wellness support.
• Paid holidays, parental leave, occasional absence days, and 15 to 25 vacation days depending on career level and tenure.
• Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement options.