Hybrid Private Banking Service Specialist III

0101 The Huntington National Bank; Birmingham (AL); Hybrid; USD 52,000 - 76,000; Full time

Job summary

The Huntington National Bank is seeking a Private Bank Service Specialist III to support day-to-day client interactions, documentation, and servicing of high-net-worth relationships. You will partner with Wealth Advisors to deliver premier service and maintain in-depth knowledge of products and policies.

Responsibilities include training others, resolving complex issues, managing risk, and preparing reports while communicating with clients, officers, attorneys, and banks.

Qualifications

• High School Diploma, GED or equivalent education
• 2 years customer service experience in banking or Wealth & Investment Financial Services experience
• Notary public required when supporting Wealth Advisor Role

Responsibilities

• Assists with or leads special projects, as requested by manager and partners.
• Assists in training new and existing service specialists.
• Acts as a key resource and mentor for other Service Specialists across the footprint.
• Helps resolve complex support issues within the Region.
• Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements.
• Participate in identifying issues of concern and keeping department management informed as needed.
• Provides administrative support for one or more high-end advisor and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship.
• Maintains an effective rapport with clients and Huntington personnel.
• Services customers by providing detailed information on specific accounts and disbursing funds as appropriate.
• Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
• Makes routine decisions in the absence of an officer.
• Advise and counsel clients on bank products and services.
• Assists the Advisor(s) by processing and maintaining accurate and complete documentation.
• May attend meetings and presentations independently or with an officer.
• Compiles information from a variety of sources to prepare various reports.
• Communicates information by composing memos and correspondence to clients, officers, attorneys, agencies and others.
• Maintains up to date knowledge and may train others on products, services, Performs other duties as assigned.

Skills

Customer service

Interpersonal skills

Attention to detail

Communication skills

Education

Bachelor's degree

Notary public

Tools

Microsoft Office

Job description

The Huntington National Bank is seeking a Private Bank Service Specialist III to support day-to-day client interactions, documentation, and servicing of high-net-worth relationships. You will partner with Wealth Advisors to deliver premier service and maintain in-depth knowledge of products and policies.

Responsibilities include training others, resolving complex issues, managing risk, and preparing reports while communicating with clients, officers, attorneys, and banks.