Private Bank Service Specialist II

Description

Summary:

The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishing, documenting, maintaining, and servicing the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net‑worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients, focusing on identifying, assessing, and managing risk and adhering to policies and procedures.

Service coverage for multiple practices (Private Banking, Trust, & Investment Management).

• Responsible for daily activities and interaction between the client and Huntington, including establishing, documenting, maintaining, and servicing the relationship for personal and business deposit accounts, wealth & investment management accounts and services, consumer lending and mortgages.
• Works directly with the client and/or Wealth Advisor to obtain applicant and financial information needed for new accounts or loans and servicing requests.
• Services customers by providing detailed information on specific accounts and building rapport.
• Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
• Proactive outreach to clients on a monthly basis and participation in Calling Days.
• Performs other duties as assigned.

• High School Diploma
• 2 years customer service experience in banking or Wealth & Investment Financial Services experience
• Microsoft suite proficiency (required when supporting Wealth Advisor role)
• Notary Public licensure

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

Exempt Status: (Yes = not eligible for overtime pay; No = eligible for overtime pay)

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice:
Visit Huntington's Career Web Site for more details.