Private Bank Client Services Specialist II - Hybrid

Huntington Bancshares, Inc.; Boardman Township (OH); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Huntington Bank seeks a Private Bank Service Specialist II to manage daily client interactions, documentation, and servicing of wealth management relationships. You will collaborate with Wealth Advisors to support sales and deliver exceptional service to high-net-worth clients. A focus on risk awareness and policy adherence is essential in this role.

Office-based position with potential flexible work arrangements. Equal opportunity employer; not sponsoring for immigration benefits.

Qualifikationen

• 2 years customer service experience in banking or Wealth & Investment Financial Services experience
• Notary Public is required
• Microsoft Suite proficient

Aufgaben

• Responsible for day-to-day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including 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.

Kenntnisse

Customer service

Notary Public

Microsoft Office

Ausbildung

Bachelor's degree

Tools

Microsoft Office

Jobbeschreibung

Huntington Bank seeks a Private Bank Service Specialist II to manage daily client interactions, documentation, and servicing of wealth management relationships. You will collaborate with Wealth Advisors to support sales and deliver exceptional service to high-net-worth clients. A focus on risk awareness and policy adherence is essential in this role.

Office-based position with potential flexible work arrangements. Equal opportunity employer; not sponsoring for immigration benefits.