Private Bank Service Specialist III

Huntington National Bank; Atlanta (GA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Huntington Bank is seeking a Private Bank Service Specialist III to manage day-to-day client interactions, documentation, maintenance and servicing of the relationship. You will partner with Wealth Advisors to support the sales process and deliver exceptional service to high-net-worth clients.

The role requires knowledge of banking products, risk awareness, and adherence to policies. Responsibilities span Private Banking, Trust, and Investment Management with in-office work and flexible

Qualifications

• Must have High School Diploma.
• 2 years customer service experience in banking or Wealth & Investment Financial Services.
• Proficiency with Microsoft Office (Outlook, Excel, Word).
• Notary Public preferred or required in some markets.

Responsibilities

• Manage day-to-day client interactions and servicing of the relationship.
• Obtain applicant and financial information for new accounts or loans.
• Provide detailed information on accounts and build rapport.
• Identify, research, and resolve complex account problems.
• Proactively outreach to clients on a monthly basis.

Skills

Microsoft Office

Customer service

Notary Public

Education

High School Diploma

Bachelor's degree

Tools

Huntington applications

Job description

Summary:The Private Bank Service Specialist III 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).

Description Summary The Private Bank Service Specialist III 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.