Private Bank Service Specialist II

Description

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.

Duties & Responsibilities

• 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.
• Serves customers by providing detailed information on specific accounts and building rapport.
• Identifies, researches, analyzes and resolves complex problems with accounts.
• Proactively reaches out to clients on a monthly basis and participates in Calling Days.
• Performs other duties as assigned.

Basic Qualifications

• A High School Diploma
• 2 years customer service experience in banking or Wealth & Investment Financial Services experience
• Notary Public

Preferred Qualifications

• A 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
• Able to work independently
• Administrative experience with financial services industry
• Strong knowledge of Huntington applications

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. 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.

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.

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.