Senior Personal Banker (Banking)

Location: Coral Gables, Florida, United States; full-time onsite role

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Provide holistic advice and ongoing servicing for assigned client relationships while identifying client needs and cross-selling relevant products and services.
• Process wires and fund transfers, open and close accounts, maintain accurate records, image documents, and research client issues.
• Handle cash transactions, paying and receiving activities, daily balancing, and safe deposit box servicing where available.
• Set up client accounts and services, review documentation for completeness, and resolve or escalate deficiencies.
• Monitor banking reports, support banking audits, and follow Wealth Management risk management and compliance procedures.
• Mentor fellow Personal Bankers and provide training and expertise in deposit banking.

Requirements

• 3–5 years of related experience.
• Knowledge of banking operations, products and services, federal regulations, and banking guidelines.
• Strong analytical, problem-solving, organizational, verbal, and written communication skills.
• Ability to work independently and collaboratively while managing conflicting priorities and workflows.
• Applicants must already be authorized to work in the United States without employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture supported by a long history of financial strength and stability.
• Opportunities for internal mobility and access to senior leaders.
• Inclusive workplace focused on supporting clients and local communities.
• Community philanthropy and employee participation in charitable initiatives.
• Reasonable accommodation is available throughout the employment process.