Private Bank Service Specialist II

Location: Tupelo, Mississippi, United States; office-based

Company

hirify.global National Bank provides banking and private wealth management services.

What you will do

• Support Wealth Advisors and provide day-to-day servicing for high-net-worth client relationships.
• Establish, maintain, and process accurate account and relationship documentation.
• Provide account information, disburse funds when appropriate, and advise clients on banking products and services.
• Research, analyze, and resolve complex account and support issues.
• Identify and manage risk, follow policies and procedures, and escalate issues to department management.
• Lead or support special projects, mentor and train Service Specialists, and prepare reports and correspondence.

Requirements

• High school diploma, GED, or equivalent education.
• At least 2 years of customer service experience in banking or wealth and investment financial services.
• Notary public qualification.
• Microsoft Suite proficiency when supporting a Wealth Advisor role.
• Strong interpersonal, written, verbal communication, organizational, and follow-up skills.
• Must currently be authorized to work full-time in the United States; immigration sponsorship is not available.

Nice to have

• Bachelor’s degree.
• Administrative experience in the financial services industry.
• Strong knowledge of hirify.global applications.
• Ability to work independently in a fast-paced environment with strict deadlines.

Culture & Benefits

• Office-based workplace arrangement.
• Coverage may support Private Banking, Trust, and Investment Management practices.
• Equal opportunity and tobacco-free hiring practices.