Private Bank Service Specialist II

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 established documentation, maintenance, and servicing of 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.

The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage includes multiple practices (Private Banking, Trust & Investment Management).

• Manage everyday activities and interactions between the client and Huntington in establishing, documenting, maintaining, and servicing the relationship, including personal and business deposit accounts, wealth & investment management accounts, consumer lending and mortgages.
• Work directly with the client and/or Wealth Advisor to obtain required applicant and financial information or documentation for new accounts, loans, or servicing requests.
• Provide customer service by delivering detailed information on specific accounts and building rapport.
• Identify, research, analyze, and resolve complex account problems.
• Conduct proactive outreach to clients monthly and participate in Calling Days.
• Perform other duties as assigned.

• High School Diploma.
• At least 2 years of customer service experience in banking or Wealth & Investment Financial Services.
• Microsoft Office proficiency (required when supporting Wealth Advisor).
• Notary Public qualification.

• 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.
• Independent and self‑motivated work approach.
• Administrative experience in the financial services industry.
• Strong knowledge of Huntington applications.

Workplace Type:
Office. Certain positions outside the branch network may be eligible for a flexible work arrangement combining in‑office and work‑from‑home as described by the hiring team.

Huntington is an Equal Opportunity Employer.