Branch Banking Client Platform Specialist (Fintech)

Location: Farmingdale, NY 11735, United States

Salary: $20.25–$33.74 per hour, plus potential variable incentives, bonuses, commissions, or other awards.

Company

hirify.global provides banking and financial services through branch-based client relationships.

What you will do

• Identify, research, and qualify new deposit prospects through targeted outreach and systematic prospecting campaigns.
• Conduct discovery meetings, present tailored deposit solutions, close new relationships, and transition clients into long-term banking relationships.
• Maintain an active pipeline and expand existing client relationships to increase deposit balances and product penetration.
• Support internal sales teams, coordinated sales campaigns, cross-sell initiatives, and territory-level business development strategies.
• Conduct market research to identify high-value prospects and emerging opportunities.
• Deliver high-quality onboarding and ongoing client service while maintaining accurate documentation and compliance with operational and regulatory standards.

Requirements

• High school diploma, GED, HiSET, TASC, or foreign equivalent.
• 6+ years of customer service and sales experience, including experience in the financial services industry.
• Ability to train and mentor others on products and platform procedures.
• Experience participating in sales campaigns or promotions.
• Experience using and demonstrating digital products and self-service technologies.
• Strong relationship-building, communication, business acumen, problem-solving, and priority-management skills.

Culture & Benefits

• Full-time branch-based employment with moderate physical activity, including standing, sitting, walking, driving, and infrequent lifting.
• Medical, dental, vision, life, and disability insurance.
• Comprehensive leave program.
• Compensation is determined by location, experience, and other permitted factors; additional variable compensation may apply.