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4 дня назад

Banking Advisor Sr (MLO)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Banking Advisor Sr (MLO) (Private Banking/Credit): Advising high-net-worth clients on credit and cash management solutions while originating, analyzing, negotiating, and documenting complex banking products with an accent on client relationships, portfolio management, and credit risk mitigation. Focus on structuring complex credit requests, managing a book of business, mentoring team members, and ensuring compliance with banking policies and regulations.

Location: Jacksonville, Florida, United States; in-office position

Company

hirify.global provides banking and private banking services with a focus on customer solutions, risk management, and an inclusive workplace.

What you will do

  • Advise current and prospective high-net-worth clients on credit and cash management solutions as part of the Private Banking team.
  • Use internal and external networks to introduce and sell AMG banking products and services.
  • Build relationships with clients, internal and external partners, and centers of influence while executing banking transactions.
  • Originate, analyze, negotiate, and document complex credit and non-credit banking products and services.
  • Manage and monitor a book of business to support client satisfaction, retention, and sales revenue growth.
  • Analyze, structure, and mitigate complex credit risk, mentor team members, and ensure compliance with banking policies and regulations.

Requirements

  • University or college degree; a Bachelor’s degree is listed for the position.
  • Typically 8+ years of industry-relevant experience.
  • Knowledge and experience in client relationship management, credit analysis and verification, financial management, portfolio management, and banking products and services.
  • Ability to make decisions, think critically, solve problems, manage multiple priorities, and communicate effectively.
  • Experience with sales negotiation, value selling, sales processes, book-of-business management, client satisfaction, customer retention, and financial performance.
  • Ability to assess and manage business risks in accordance with the Enterprise Risk Management Framework.
  • Candidates are subject to additional background checks under Consumer Financial Protection Bureau regulations, FDIA Section 19, and, where applicable, the SAFE Act and/or FINRA requirements.

Culture & Benefits

  • In-office work environment in Jacksonville, Florida.
  • Medical, prescription drug, dental, and vision coverage options, including a Health Savings Account feature.
  • Life insurance, short- and long-term disability protection, 401(k) matching, pension, and stock purchase plans.
  • Dependent care, backup child and elder care, adoption, surrogacy, and doula reimbursement programs.
  • Educational assistance, wellness programs with financial incentives, paid holidays, paid leave, occasional absence days, and 15–25 vacation days depending on career level and service.
  • hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

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