Private Banking Officer II (Finance)

Location: Fredericksburg, Texas, United States

Company

hirify.global provides banking, investment, and insurance services to businesses and individuals throughout Texas and is one of the largest U.S. banks by asset size.

What you will do

• Develop, manage, retain, and expand relationships with affluent and high-net-worth clients holding $1.5–5 million in investable assets.
• Generate at least $4.5 million in new business per quarter and secure 10 new affluent client relationships annually.
• Conduct sales calls with clients and prospects, including pre-call and post-call planning.
• Review and manage clients’ existing loan portfolios and recommend suitable financial products and services.
• Collaborate with credit underwriting, investments, insurance, brokerage, trust, and other advisors to create tailored financial plans.
• Participate in professional and community activities, provide leadership within the private banking team, and support special projects.

Requirements

• Bachelor’s degree or equivalent work experience.
• 5+ years of experience in customer-facing relationship management, preferably in financial services.
• Knowledge of personal financial statements, income tax returns, lending practices, and loan servicing requirements.
• Existing NMLS license, or ability to transfer it to hirify.global or obtain it within 60 days.
• Experience managing affluent and high-net-worth client portfolios, selling financial services, and developing new relationships.
• Strong interpersonal, sales, negotiation, communication, organizational, and customer service skills; proficiency in Microsoft applications.

Nice to have

• Series 7, Series 63, and Group 1 Insurance licenses, or ability to obtain them within six months.
• Property and Casualty Insurance license.
• Certified Financial Planner or Certified Wealth Strategist designation.
• Formal credit training.

Culture & Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Paid holidays and paid time off.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.