Trust Relationship Specialist (Banking)

Location: Birmingham, Alabama, United States

Salary: $50,500–$63,650 USD annually; not incentive eligible.

Company

hirify.global provides banking and wealth management services to customers and communities.

What you will do

• Provide administrative and clerical support to the trust department and trust professionals.
• Respond to customer and internal account inquiries, researching complex matters and following up promptly.
• Coordinate account openings, closings, asset transfers, fees, and related documentation.
• Process complex trust transactions, including cash and asset distributions from account closings.
• Monitor accounts, identify overdrafts or large balances, and forecast client cash and liquidity needs.
• Research tax compliance and asset transfer issues, support client meetings, and assist less experienced specialists.

Requirements

• High school diploma or GED.
• Five years of trust or related experience.
• Accurate typing, spelling, and grammar skills.
• Proficiency with word processing, databases, and spreadsheets.
• Strong organizational, customer service, written and oral communication, analytical, and problem-solving skills.
• Ability to follow internal and external regulatory requirements, standards, and procedures.

Nice to have

• Bachelor’s degree in a business-related field.
• Trust administration experience and a solid understanding of trust office processes.

Culture & Benefits

• Full-time position with overtime eligibility for hours worked over 40 per week under the Fair Labor Standards Act.
• Paid vacation and sick time.
• 401(k) with company match.
• Medical, dental, vision, disability, life insurance, health savings account, and flexible spending account benefits.
• Parental leave, employee assistance program, and associate volunteer program.