Hybrid Private Banking Client Services Specialist

Huntington Bank; Dallas (TX); On-site; USD 60,000 - 75,000; Full time

Job summary

Huntington Bank is seeking a Private Bank Service Specialist II in Dallas to support high-net-worth clients. You will work with Wealth Advisors to establish documentation, maintain accounts, and service relationships with attention to risk and policy adherence.

You will handle inquiries across deposit, wealth management, lending, and mortgage products, while building rapport and delivering service excellence. Office-based with flexible work arrangements may apply.

Qualifications

• High School Diploma required.
• 2 years customer service experience in banking or wealth services.
• Notary Public required when supporting Wealth Advisor role.
• Microsoft Office proficiency is required.

Responsibilities

• Manage day-to-day client interactions and relationship servicing.
• Obtain required financial information for new accounts and loans.
• Provide detailed information on accounts and build rapport.
• Identify, research, and resolve complex account problems.
• Proactively outreach to clients monthly and participate in Calling Days.
• Perform other duties as assigned.

Skills

Interpersonal skills

Customer service

Attention to detail

Communication skills

Independent work

Education

High School Diploma

Bachelor's degree (preferred)

Notary Public

Tools

Microsoft Office Suite

Job description

Huntington Bank is seeking a Private Bank Service Specialist II in Dallas to support high-net-worth clients. You will work with Wealth Advisors to establish documentation, maintain accounts, and service relationships with attention to risk and policy adherence.

You will handle inquiries across deposit, wealth management, lending, and mortgage products, while building rapport and delivering service excellence. Office-based with flexible work arrangements may apply.