Private Bank Service Specialist II

Location: Dallas, TX, United States; office-based role. Applicants must be currently authorized to work full-time in the United States; immigration sponsorship is not available.

Company

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

What you will do

• Manage day-to-day client interactions related to establishing, documenting, maintaining, and servicing personal and business deposit accounts, wealth and investment management accounts, consumer loans, and mortgages.
• Partner with one or more Wealth Advisors to support the sales process and deliver service to high-net-worth clients.
• Obtain applicant and financial information and other documentation for new accounts, loans, and servicing requests.
• Provide detailed account information, build client rapport, and conduct proactive monthly outreach and Calling Days.
• Identify, research, analyze, and resolve complex account problems while managing risk and following policies and procedures.
• Provide service coverage across Private Banking, Trust, and Investment Management.

Requirements

• High school diploma.
• At least 2 years of customer service experience in banking or Wealth & Investment Financial Services.
• Notary Public.
• Microsoft Suite proficiency when supporting a Wealth Advisor role.

Nice to have

• Bachelor's degree.
• Strong interpersonal, written, and verbal communication skills, including professional grammar and demeanor.
• Excellent customer service, motivation, focus, and goal orientation.
• Strong organization, attention to detail, planning, and follow-up skills.
• Ability to work independently and in a fast-paced environment with strict deadlines.
• Administrative experience in the financial services industry.
• Strong knowledge of Huntington applications.

Culture & Benefits

• Office workplace type with possible flexible arrangements for certain positions outside the branch network; the specific arrangement is provided by the hiring team.
• Full-time employment; the position is eligible for overtime pay.
• Risk awareness and adherence to policies and procedures are part of the role.
• Huntington is an Equal Opportunity Employer and maintains a tobacco-free hiring practice.