Private Bank Service Specialist II

Huntington; 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

Description

Summary:

The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management).

Duties & 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.
• 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 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.

Basic Qualifications:

• High School Diploma
• 2 years customer service experience in banking or Wealth & Investment Financial Services experience
• Required when supporting Wealth Advisor Role: Microsoft suite proficient
• Notary Public

Preferred Qualifications:

• Bachelor's degree
• Strong Interpersonal skills
• Excellent Customer Service, highly motivated, focused and goal oriented.
• Strong organizational skills with attention to detail, planning and follow-up.
• Strong written and verbal communication skills, including professional grammar and demeanor.
• Ability to work in fast paced environment with strict deadlines.
• Is able to work independently.
• Administrative experience with financial services industry.
• Strong knowledge of Huntington applications

Exempt Status: (Yes)= not eligible for overtime pay) (No)= eligible for overtime pay

Workplace Type: Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.