Private Bank Service Lead - Client Experience & Support

Huntington; Cincinnati (OH); Hybrid; USD 60,000 - 75,000; Full time

Job summary

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

You will partner with Private Bank Premier Wealth Advisors to support the sales process and deliver exceptional service, while maintaining knowledge of products and adhering to risk controls.

Qualifications

• High School diploma or GED required.
• 2 years customer service in banking or Wealth & Investment Financial Services experience.
• Notary public required.

Responsibilities

• Manage day-to-day client interactions and servicing of accounts across Private Banking, Trust, and Investment Management.
• Assist with special projects and training for colleagues as needed.
• Maintain knowledge of bank products and services to provide exceptional service.
• Identify, assess and manage risk, adhering to policies and procedures.
• Provide administrative support to Advisors and maintain documentation for clients.

Skills

Customer service

Banking experience

Wealth & investments

Interpersonal skills

Communication skills

Attention to detail

Planning

Follow-up

Independent work

Administrative experience

Education

High School Diploma or GED

Bachelor's degree preferred

Notary Public

Job description

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

You will partner with Private Bank Premier Wealth Advisors to support the sales process and deliver exceptional service, while maintaining knowledge of products and adhering to risk controls.