Preferred Banker - Sarasota, FL

Location: Sarasota, FL; office-based. Applicants must be currently authorized to work full-time in the United States.

Company

hirify.global provides banking, lending, investment, and financial services through its branch network and digital banking channels.

What you will do

• Manage an assigned portfolio of high-value customers across multiple bank branches.
• Identify customer financial goals and recommend appropriate deposit, lending, investment, and other banking products.
• Grow relationships through appointments, outside calling, referrals, and a disciplined sales process.
• Educate customers about banking products and online, mobile, and ATM technologies.
• Build internal partnerships and refer customers to relevant areas of the bank.
• Follow operational, security, risk, and regulatory policies and procedures.

Requirements

• High school diploma or GED.
• At least 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales, with investment or lending exposure.
• At least 3 of the required active licenses: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; and SIE.
• Any remaining required licenses must be obtained within 120 days of hire.
• Current full-time authorization to work in the United States is required; immigration sponsorship is not available.
• Strong communication, presentation, sales, relationship management, banking, investment, and lending skills.

Nice to have

• Bachelor's degree.
• Two or more years of experience in business lending or business sales.
• Experience managing a book of business and deepening customer relationships.
• Knowledge of deposit products and mobile or online banking services.

Culture & Benefits

• Office-based workplace within the branch network.
• Work environment focused on customer relationships, internal collaboration, and community connection.
• Position is exempt from overtime eligibility.
• Tobacco-free hiring practice.