Private Bank Service Specialist II

The Huntington National Bank; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

The Huntington National Bank in Dallas, TX seeks a Private Bank Service Specialist II to support daily client interactions, documentation, and servicing of high-net-worth relationships. You will partner with Wealth Advisors to deliver service excellence and maintain risk awareness in accordance with bank policies.

Key duties include account servicing, collecting required documentation, and proactive client outreach, with emphasis on accuracy, communication, and problem-solving in a fast-paced

Qualifications

• High School Diploma is required and 2 years of customer service experience in banking or Wealth & Investment Financial Services.
• Notary Public is required when supporting Wealth Advisor role.
• Bachelor's degree is preferred and beneficial for career progression.

Responsibilities

• Handle day-to-day activities and interactions between the client and Huntington, including establishment, documentation, maintenance and servicing of the relationship, covering personal and business accounts and wealth and investment services.
• Work directly with the client and Wealth Advisor to obtain documentation for new accounts or loans and servicing requests.
• Provide detailed information on specific accounts and build rapport with customers.
• Identify, research, analyze and resolve complex problems with accounts; proactive monthly outreach and participation in Calling Days.

Skills

Customer service

Interpersonal skills

Communication

Problem solving

Attention to detail

Education

High School Diploma

Bachelor's degree

Tools

Microsoft Office

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)
No

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.