Назад
Company hidden
8 дней назад

Banking Advisor II (Private Bank)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Banking Advisor II (Private Banking): Advising high-net-worth clients on credit, cash management, and banking solutions with an accent on financial analysis, relationship management, and credit risk mitigation. Focus on originating and documenting banking products, managing a client book of business, and ensuring compliance with banking policies and regulations.

Location: In-office in Pittsburgh, Pennsylvania, United States

Company

hirify.global is a banking corporation providing financial products and services to personal, business, and private banking clients.

What you will do

  • Advise current and prospective high-net-worth clients on credit and cash management solutions.
  • Meet with internal and external clients to introduce and sell banking products and services.
  • Build relationships with clients, internal partners, and centers of influence.
  • Support day-to-day banking transactions and handle credit and non-credit product origination, analysis, negotiation, and documentation.
  • Manage and monitor a book of business to support client satisfaction, retention, and revenue growth.
  • Analyze and mitigate credit risk while ensuring compliance with banking policies and regulations.

Requirements

  • University or college degree, typically a bachelor’s degree.
  • 3+ years of relevant or direct industry experience.
  • Knowledge of credit fundamentals, financial management, portfolio management, and banking products.
  • Skills in client relationship management, communication, decision-making, problem-solving, sales, and managing multiple priorities.
  • Ability to pass additional background checks required under applicable banking regulations.
  • Visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

  • In-office work environment with an emphasis on support, inclusion, and employee development.
  • Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
  • Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
  • Paid parental leave, holidays, vacation, occasional absence days, and family-care support.
  • Educational assistance, wellness programs, and reimbursement programs for eligible employees.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →