Private Bank Service Specialist III (Fintech)

Location: Atlanta, GA, United States; office-based

Company

hirify.global provides banking, private banking, trust, investment management, lending, and wealth management services.

What you will do

• Manage day-to-day client interactions related to account establishment, documentation, maintenance, and servicing.
• Support personal and business deposit accounts, wealth and investment management accounts, consumer lending, and mortgages.
• Work with clients and Wealth Advisors to collect applicant, financial, and loan documentation.
• Provide detailed account information and build relationships with high-net-worth clients.
• Research, analyze, and resolve complex account problems while identifying and managing risk.
• Conduct proactive monthly client outreach and participate in Calling Days.

Requirements

• High school diploma.
• At least two years of customer service experience in banking or wealth and investment financial services.
• Microsoft Suite proficiency when supporting a Wealth Advisor role.
• Notary Public certification.
• Strong interpersonal, organizational, written, and verbal communication skills.
• Current authorization to work full-time in the United States is required.

Nice to have

• Bachelor's degree.
• Administrative experience in financial services.
• Strong knowledge of Huntington applications.
• Ability to work independently in a fast-paced environment with strict deadlines.

Culture & Benefits

• Office-based workplace with potential flexible arrangements for certain positions, subject to confirmation by the hiring team.
• Focus on service excellence, policy adherence, risk awareness, and professional client relationships.
• Immigration sponsorship is not available for this position.
• Full-time employment.