Sr Personal Banker

Location: Sarasota, 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 advice, and cross-sell relevant products and services.
• Process wires and fund transfers, open and close accounts, maintain account 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 client accounts and services, review deposit-account documentation, and resolve deficiencies.
• Follow Wealth Management risk management, compliance, banking operations, and escalation procedures.
• Monitor banking reports, support audits, and mentor and train fellow Personal Bankers in deposit operations.

Requirements

• 3–5 years of related experience.
• Knowledge of banking operations, products, and services.
• Knowledge of federal regulations and banking guidelines.
• Strong analytical, problem-solving, organizational, verbal, and written communication skills.
• Ability to think critically and work independently and as part of a team.
• Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future.

Culture & Benefits

• Full-time position with a flexible and collaborative work culture.
• Opportunities for internal movement, accessible senior leaders, and participation in an inclusive workplace.
• Commitment to serving communities through philanthropy.
• Reasonable accommodations are available during the employment process for individuals with health conditions and disabilities.