Preferred Banker - Alpharetta GA

Location: Alpharetta, Georgia, United States; workplace type: Office. Applicants must be currently authorized to work full-time in the United States.

Company

hirify.global provides banking products and services through its branch network.

What you will do

• Manage an assigned portfolio of high-value customers across multiple bank branches.
• Identify opportunities to grow relationships through appointments, outbound calling, referrals, and a structured sales process.
• Recommend deposit, consumer and home lending, investment, credit, and other banking products.
• Educate customers about banking technology, including online, mobile, and ATM services.
• Build internal partnerships and refer customers to appropriate 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 FINRA or insurance licenses in active status, including Series 6 or 7, Series 63 or 66, State Life and Health Insurance License, and SIE.
• Any remaining required licenses must be acquired within 120 days of hire.
• Strong sales, customer service, relationship management, banking, lending, investment, communication, and presentation skills.

Nice to have

• Bachelor's degree.
• At least 2 years of experience in banking, financial services, or goal-driven retail sales with investment or business lending and business sales experience.
• Experience managing a book of business and deepening customer relationships.
• Knowledge of deposit products and comfort with online and mobile banking technology.

Culture & Benefits

• Full-time office-based position.
• Exempt position and not eligible for overtime pay.
• Equal Opportunity Employer and tobacco-free hiring practice.
• Immigration sponsorship is not available, including sponsorship for F-1, H-1B, O-1, TN, and E-3 statuses.