Private Bank Service Specialist III

0101 The Huntington National Bank; Atlanta (GA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Huntington Private Bank is seeking a Service Specialist III to manage day-to-day client interactions and relationship servicing, supporting Wealth Advisors and ensuring high levels of service for affluent clients.

You will handle documentation, account servicing, and risk-aware processes while covering Private Banking, Trust, and Investment Management practices in a hybrid office environment. Strong communication and organizational skills are essential.

Qualifications

• High School Diploma and 2 years of banking or Wealth & Investment Financial Services experience.
• Microsoft Office proficiency; Notary Public.

Responsibilities

• Handle day-to-day client interactions and servicing of relationships across banking products.
• Assist Wealth Advisors in gathering documentation and supporting the sales process.
• Identify and resolve complex account problems and perform proactive client outreach.

Skills

Customer service

Communication

Attention to detail

Microsoft Suite

Notary Public

Education

High School Diploma

Bachelor's degree

Tools

Microsoft Suite

Job description

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)

Workplace Type

Office Our Approach to Office Workplace Type Certain positions outside the 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.

Reasonable Accommodations

Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

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Welcome to Huntington!

At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.