Sr Personal Banker

Location: Montecito, California, United States; onsite office-based position

Salary: $64,170–$102,810 USD per year

Company

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

What you will do

• Service client relationships across banking products, account maintenance, money movement, reporting, and inquiry resolution.
• Process wires and fund transfers, open and close accounts, maintain account records, image documents, and research client issues.
• Coordinate with Relationship Management and National Client Support Services to complete client requests accurately and on time.
• Handle cash transactions, paying and receiving activities, daily balancing, and safe deposit box servicing where available.
• Follow Wealth Management risk management, compliance, banking, and audit procedures, escalating issues when necessary.
• Mentor Personal Bankers, share deposit-area expertise, and support cross-training and process improvement.

Requirements

• 3–5 years of related experience.
• Knowledge of banking operations, products, services, federal regulations, and banking guidelines.
• Strong analytical, problem-solving, organizational, verbal, and written communication skills.
• Ability to work independently and collaboratively while managing competing priorities.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.
• Visa sponsorship is not available for this opportunity.

Culture & Benefits

• Flexible and collaborative work culture with opportunities for internal movement and accessible senior leadership.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and additional voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with opportunities to support local communities through philanthropy.