Private Banking Service Specialist II

Join to apply for the Private Banking Service Specialist II role at Huntington National Bank

Brief

Description:

Provides first line sales and service support for Private Banking Clients. Partners with one or more Private Bank Relationship Managers to support the sales process and deliver exceptional service model to high net worth clients.

Detailed

Description:

• Responsible for day-to-day activities and interaction between the client and Huntington regarding establishment, documentation, maintenance and servicing of the relationship, including personal and business deposit accounts, consumer lending and mortgages.
• Works directly with the client and/or relationship manager to obtain applicant and financial information or other documentation (trust documents, insurance policies, business documents, etc.) needed for new accounts or loans and servicing requests; may advise clients on the best account options for their needs.
• Makes routine decisions in the absence of an officer.
• May attend client or prospect meetings, presentations and events with an officer or independently.
• Responsible for processing consumer loan requests; prepares and submits overrules. Has in-depth understanding of product options, guidelines, pricing and credit policy; closes loans as needed without banker present.
• Provides detailed information on specific accounts and builds rapport; identifies, researches, analyzes and resolves complex problems with accounts.
• Cross sells bank products and services, including referring customers to appropriate personnel and scheduling appointments for bankers.
• Assists relationship managers with managing their pipelines, including submitting referrals, entering opportunities, managing stages and tasks, etc.
• Processes customer transaction requests (consumer and commercial); completes related audits and tasks (cashier’s check audits, cash audits, ordering cash, alarm testing, key audits, etc.) when applicable.
• Maintains up-to-date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures; responsible for risk identification and adherence to policy and procedure acknowledgements; participates in identifying issues of concern and communicating with department management as needed.
• Other duties include answering telephones, filing and maintaining documentation.

Basic Qualifications:

• High School Diploma
• 3 or more years banking experience

Preferred Qualifications:

• Will obtain notary license
• Bachelor degree preferred
• Microsoft Suite Proficient
• Very strong interpersonal skills
• Excellent in customer service, highly motivated, focused and goal oriented
• Excellent written and verbal communication skills, including professional grammar and demeanor
• Strong organizational skills with attention to detail, planning and follow-up
• Ability to work independently
• Administrative support experience within financial service industry preferred

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

Workplace Type:
Office

Our Approach to Office Workplace Type:
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in‑office and work from home. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F‑1 students, H‑1B professionals, O‑1 workers, TN workers, E‑3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full‑time basis.

Huntington is an Equal Opportunity Employer.

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

Note to Agency Recruiters:
Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.