Private Bank Service Specialist II: Wealth & Client Support

Huntington Bank; Boardman (OH); On-site; USD 42,000 - 56,000; Full time

Job summary

Huntington National Bank in the United States seeks a Private Bank Service Specialist II to manage day-to-day client interactions, documentation, and servicing of the relationship. You will partner with Wealth Advisors to support sales and deliver service to high-net-worth clients, while maintaining knowledge of products and managing risk.

The role supports multiple practices including Private Banking, Trust, and Investment Management, with office-based work and a focus on service excellence.

Qualifications

• 2 years customer service experience in banking or Wealth & Investment Financial Services experience.
• Proficient in Microsoft Office.
• Notary Public.

Responsibilities

• Interact with clients to establish, maintain, and service accounts and relationships.
• Obtain documentation needed for new accounts or loans and servicing requests.
• Provide detailed information on specific accounts and build rapport.
• Identify, research, analyze and resolve complex account problems.
• Proactive outreach to clients on a monthly basis (Calling Days).

Education

High School Diploma

Bachelor's degree

Tools

Huntington applications

Microsoft Office

Job description

Huntington National Bank in the United States seeks a Private Bank Service Specialist II to manage day-to-day client interactions, documentation, and servicing of the relationship. You will partner with Wealth Advisors to support sales and deliver service to high-net-worth clients, while maintaining knowledge of products and managing risk.

The role supports multiple practices including Private Banking, Trust, and Investment Management, with office-based work and a focus on service excellence.