Senior Relationship Banker (Banking)

Location: Dallas, TX, United States; the role includes in-branch customer service, business visits, networking events, and occasional travel for meetings and training.

Company

hirify.global is a regional community bank providing traditional and digital banking products and financial solutions to customers.

What you will do

• Build, expand, and retain customer relationships by assessing financial needs and recommending appropriate bank products and services.
• Generate business through in-person interactions, outbound calls, business visits, networking events, and workplace events.
• Open and close accounts, research customer accounts, process transactions, and resolve service requests while meeting BSA and CIP requirements.
• Facilitate consumer loan requests and support the branch consumer loan portfolio.
• Identify customer needs and refer them to small business, corporate, institutional, mortgage, and financial advisory partners.
• Serve as a senior operational liaison and coach branch associates in products, referrals, and customer conversations.

Requirements

• High school diploma or GED.
• At least two years of customer-facing, goal-oriented experience.
• Ability to motivate and present information to customers and employees in individual and small-group settings.
• Demonstrated performance against individual goals, including meeting or exceeding goals in three of the most recent four quarters.
• Ability to coach and guide branch associates and serve as a subject matter expert on banking products and services.
• Registration with the National Mortgage Licensing System and Registry (NMLS), or willingness to obtain an NMLS license after employment, is required.

Culture & Benefits

• Customer-focused work centered on trusted financial advice and needs-based conversations.
• Team-centric environment with training on banking products, services, tools, and customer needs.
• Use of traditional branch services, digital capabilities, and partner resources.
• Occasional travel for meetings, training, bank conversion, and acquisition support, with minimal overnight travel.
• Equal employment opportunity across legally protected classifications.