Private Bank Service Manager

Description

Summary:

The Private Bank Service Manager, as part of Huntington Bank's Private Client Group, is responsible for management of a Private Bank Service Specialist team, covering multiple practices (Private Banking, Trust, Investment Management and/or Retirement Plan Services).

Duties and Responsibilities:

+ Directs the overall daily activities and ensures timeliness and accuracy of servicing requests for Private Bank clients and advisors.  

+ Provides first line sales and service support.

+ Reviews and recommends new methods and procedures to make the area more efficient.

+ Takes personal ownership of complex client issues; confers with Senior Leadership for their input, as needed.

+ Drive the team to deepen relationships with clients and Huntington colleagues through delivering Category of One servicing experiences.

+ Leads special projects as requested by Senior Leadership partners.

+ Organizes workflow for designated group and/or projects.

+ Responsible for the development, training and supervision of staff  

+ Partners with the sales team on site to present a local team partnership to the customers.

+ Acts as a liaison with other departments and/or divisions

+ Provides directions in the establishment of new policies, procedures and technology.

+ Prepares, maintains and/or monitors activities to ensure compliance with corporate and regulatory requirements.

+ Performs other duties as assigned.

Basic Qualifications:

+ Bachelor's Degree

+ 5 or more years of Private Bank or Wealth experience

+ 2 or more years management experience or minimum

+ 5 years in service leadership                        

+ Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner.

+ Notary Public

Preferred Qualifications:

+ Proficient use of Microsoft Office and other internet resources

+ Excellence in customer service, highly motivated, focused and goal oriented

+ Excellent written and verbal communication skills, including grammar and demeanor

+ Strong organizational skills with attention to detail, planning and follow-up

+ Ability to work independently on multiple tasks without compromising quality;

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

Yes

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. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. 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.