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1 день назад

Personal Banker - Crestview

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Personal Banker - Crestview (Retail Banking): Growing and managing branch customer relationships through proactive sales, service interactions, and tailored banking solutions with an accent on customer loyalty, financial wellbeing, and risk management. Focus on identifying customer needs, positioning retail banking products, solving service issues, and maintaining accurate branch operations.

Location: Crestview, Florida, United States; in-office

Company

hirify.global is a retail banking organization focused on delivering customer financial services through its branch network.

What you will do

  • Acquire and deepen branch customer relationships through proactive sales and service activities.
  • Identify customer needs and recommend hirify.global products and solutions that support financial wellbeing.
  • Conduct outbound calls, appointment setting, lobby engagement, and service-to-sales conversations.
  • Build customer loyalty and increase share of wallet through personalized banking experiences.
  • Resolve customer problems using banking product and procedural knowledge.
  • Follow risk, compliance, and operational procedures while supporting daily branch activities.

Requirements

  • Typically 3+ years of related experience or relevant product knowledge.
  • Typically an associate degree or equivalent combination of education and experience; no degree is required if comparable qualifications are demonstrated.
  • Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
  • Strong customer service, communication, problem-solving, and prioritization skills.
  • Ability to work in-office in Crestview, Florida.
  • Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

  • Inclusive workplace focused on customer service, accountability, and responsible risk management.
  • Medical, prescription, dental, and vision coverage options for eligible full-time employees.
  • 401(k) matching, pension, stock purchase plans, disability coverage, and life insurance options.
  • Paid parental and maternity leave, holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
  • Educational assistance, wellness programs, dependent care support, and family-related reimbursements.

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