Senior Personal Banker (Banking)

Location: St. Petersburg, Florida, 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

• Understand client business models, identify needs, provide holistic relationship support, and cross-sell relevant products and services.
• Process wires and fund transfers, open and close accounts, maintain complete records, image documents, and research client issues.
• Handle paying and receiving activities, cash transactions, daily balancing, and safe deposit box servicing where available.
• Set up and service client accounts, review deposit-account documentation, and resolve deficiencies.
• Follow Wealth Management risk management, compliance, banking operations, and escalation procedures; monitor banking reports and support audits.
• Share deposit-banking expertise, mentor Personal Bankers, and train colleagues as designated.

Requirements

• 3–5 years of related experience.
• Knowledge of banking operations, products, and services; related work experience is preferred.
• Knowledge of federal regulations and banking guidelines through related experience or formal training.
• Strong analytical, problem-solving, organizational, verbal, and written communication skills.
• Ability to identify, research, and resolve requests, manage conflicting priorities, think critically, and work independently and collaboratively.
• Applicants must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Internal movement and career development are encouraged.
• Commitment to an inclusive workplace and community support.
• Reasonable accommodations are available during the employment process for individuals with health conditions and disabilities.

Hiring process

• Applicants requiring reasonable accommodation may contact the HR Service Center or discuss requirements with the recruiter.