Branch Banking Client Platform Specialist

Location: Ozone Park, NY 11416, United States; onsite, full time

Salary: $20.25–$33.74 per hour

Company

hirify.global is a banking organization providing deposit products, financial services, and client relationship solutions.

What you will do

• Identify, research, and qualify new deposit prospects through targeted outreach and systematic prospecting campaigns.
• Conduct discovery meetings, assess client needs, present customized deposit solutions, and close new relationships.
• Manage the sales pipeline and transition new deposit relationships into long-term client partnerships.
• Expand existing client relationships by increasing deposit balances and product penetration.
• Support coordinated sales campaigns, cross-sell opportunities, and territory-level business development strategies.
• Maintain accurate documentation and deliver high-quality service while following operational and regulatory standards.

Requirements

• High school diploma, GED, HiSET, TASC, or foreign equivalent.
• At least 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, collaboration, problem-solving, business acumen, and priority-management skills.

Culture & Benefits

• Moderate physical activity may include standing, sitting, walking, driving, and infrequent lifting.
• Medical, dental, vision, life, and disability insurance.
• Comprehensive leave program.
• Compensation may also include variable incentives, bonuses, commissions, or other awards.