Preferred Banker - Wake Forest NC

Location: Wake Forest, NC; office workplace. Applicants must be currently authorized to work full-time in the United States. Immigration sponsorship is not available.

Company

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

What you will do

• Manage an assigned portfolio of high-value customers across multiple bank branches.
• Identify customer financial goals and recommend deposit, loan, investment, and other banking products.
• Grow relationships through appointments, outside calling, referrals, customer follow-up, and a disciplined sales process.
• Educate customers about bank products, services, and online, mobile, and ATM banking technology.
• 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 exposure.
• At least 3 of the required FINRA and insurance licenses must be active: Series 6 or 7, Series 63 or 66, State Life and Health Insurance License, and SIE.
• If needed, the remaining required licenses must be obtained within 120 days of hire.
• Ability to manage a book of business, drive sales, build relationships, and communicate effectively.
• Knowledge of banking, investments, lending, deposit products, customer service, presentations, and digital banking technology.

Nice to have

• Bachelor's degree.
• At least 2 years of banking, financial services, or goal-driven retail sales experience with investment, business lending, or business sales exposure.

Culture & Benefits

• Full-time office-based position.
• Exempt position and not eligible for overtime pay.
• Equal opportunity and tobacco-free hiring practices.