Preferred Banker (Banking)

Location: Granville, Ohio, United States; office-based

Company

hirify.global provides banking, lending, investment, and consumer financial services.

What you will do

• Manage an assigned portfolio of high-value customers across multiple bank branches.
• Identify customer financial goals and recommend suitable deposit, loan, investment, and banking products.
• Grow relationships through appointments, outside calling, referrals, and a structured 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 experience.
• At least 3 of the required FINRA or insurance licenses must be active, with the remaining required licenses obtained within 120 days of hire.
• Experience or demonstrated ability in banking, investments, lending, sales, customer service, relationship management, and presentations.
• Excellent verbal and written communication skills and comfort using mobile and online banking technology.
• Applicants must already be authorized to work full-time in the United States; immigration sponsorship is not available.

Nice to have

• Bachelor's degree.
• At least 2 years of experience in banking or financial services sales, particularly investment or business lending and business sales.
• Ability to drive sales and manage a book of business.
• Knowledge of deposit products.

Culture & Benefits

• Office-based workplace with in-person customer and branch collaboration.
• Focus on strong customer relationships and internal partnerships.
• Position is exempt from overtime eligibility.
• Equal opportunity and tobacco-free hiring practices.