Preferred Banker (Financial Services)

Location: Macon, Georgia, United States. Workplace type: Office. Applicants must be currently authorized to work full-time in the United States; immigration sponsorship is not available.

Company

hirify.global National Bank provides banking, lending, investment, and financial services to customers.

What you will do

• Manage an assigned portfolio of high-value customers across multiple bank branches.
• Identify financial goals and recommend appropriate deposit, loan, investment, and other banking products.
• Grow customer relationships through appointments, outreach, referrals, and a structured sales process.
• Educate customers about banking products and online, mobile, and ATM services.
• Build internal partnerships and refer customers to other 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 experience.
• At least 3 of the required active FINRA or insurance licenses, including Series 6 or 7, Series 63 or 66, State Life and Health Insurance License, and SIE.
• Acquire any remaining required licenses within 120 days of hire.
• Strong sales, customer service, relationship management, banking, investment, lending, communication, and presentation skills.
• Current full-time authorization to work in the United States; visa or immigration sponsorship is not available.

Nice to have

• Bachelor's degree.
• Experience with business lending and business sales.
• Ability to manage a book of business and deepen and retain customer relationships.
• Knowledge of deposit products and comfort with mobile and online banking technology.

Culture & Benefits

• Office-based work environment.
• Focus on customer relationships, internal collaboration, and community connections.
• Exempt position and not eligible for overtime pay.
• Equal opportunity and tobacco-free hiring practices.