Senior B2C Banking Specialist (Banking)

TL;DR

Senior B2C Banking Specialist (Banking): Managing and expanding B2C client relationships and deposit accounts with an accent on financial goal identification and product cross-selling. Focus on executing outbound communication strategies, utilizing CRM platforms for pipeline management, and mentoring junior team members.

Location: Miami

Company

hirify.global Timberland Investment Group (TIG) is one of the world's largest timberland investment managers with assets across the U.S. and Latin America.

What you will do

• Initiate and manage outbound communications with B2C clients to identify financial goals and banking needs.
• Open and maintain various deposit accounts, including certificates of deposit (CDs), checking, and savings accounts.
• Identify client needs to recommend and facilitate referrals to investment and lending products.
• Collaborate cross-functionally with the customer support team in Brazil to ensure integrated client support.
• Use Salesforce to document client interactions, track sales activities, and manage follow-up processes.
• Provide guidance and mentorship to fellow banking specialists to strengthen overall team capabilities.

Requirements

• Bilingual proficiency in English and Portuguese is required; Spanish is a strong advantage.
• Proven track record in a client-facing B2C banking or financial services role.
• Experience using CRM systems, specifically Salesforce, to manage sales pipelines.
• Outstanding outbound communication and phone skills for professional client engagement.
• Demonstrated leadership and peer mentorship experience.
• Must be based in Miami.