Private Banking 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 establishment of 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 for multiple practices (Private Banking, Trust, & Investment Management).

• Responsible for the day‑to‑day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to 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 related applicant and financial information or other documentation 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.
• Responsible for 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.
• Required when supporting Wealth Advisor Role:
  Microsoft suite proficient.
• Notary Public.

• 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 fast paced environment with strict deadlines.
• Is able to work independently.
• Administrative experience with financial services industry.
• Strong knowledge of Huntington applications.

Exempt Status:
No (eligible for overtime pay).

Office.

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.