Preferred Banker (Banking)

Location: Wake Forest, North Carolina, United States; office-based

Company

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

What you will do

• Manage an assigned portfolio of high-value customers across multiple bank branches.
• Identify customer financial goals and recommend suitable deposit, lending, investment, and credit products.
• Grow relationships through appointments, outside calling, referrals, and a disciplined sales process.
• Educate customers about banking products, services, and online, mobile, and ATM 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 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.
• Any remaining required licenses must be obtained within 120 days of the hire date.
• Must be currently authorized to work full-time in the United States.
• Visa or immigration sponsorship is not available.

Nice to have

• Bachelor's degree and 2 or more years of relevant banking, financial services, investment, lending, or business sales experience.
• Experience driving sales and managing a book of business.
• Strong relationship-building, communication, presentation, and technology skills.
• Knowledge of deposit products and online banking services.

Culture & Benefits

• Office-based work within a branch environment.
• Exempt position and not eligible for overtime pay.
• Equal opportunity and tobacco-free hiring practices.