Private Bank Client Services Specialist III

Huntington National Bank; Cincinnati (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Life and disability insurance

Retirement savings plan

Paid time off

Job summary

Huntington National Bank is seeking a Private Bank Service Specialist III to manage day-to-day client interactions, documentation, maintenance and servicing of relationships across Private Banking, Trust, and Investment Management.

Collaborating with Private Bank Premier Wealth Advisors, you will deliver exceptional service, maintain product knowledge and manage risk while complying with policies and procedures.

Qualifications

• High School Diploma, GED or equivalent education.
• 2 years customer service experience in banking or Wealth & Investment Financial Services experience.
• Notary public.

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.
• 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.
• 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 advisors 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.
• Advises and counsels 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,

Skills

Customer service

Interpersonal skills

Communication

Organization

Financial services experience

Education

Bachelor's degree

Notary public

NMLS license

Job description

Huntington National Bank is seeking a Private Bank Service Specialist III to manage day-to-day client interactions, documentation, maintenance and servicing of relationships across Private Banking, Trust, and Investment Management.

Collaborating with Private Bank Premier Wealth Advisors, you will deliver exceptional service, maintain product knowledge and manage risk while complying with policies and procedures.