Private Bank Service Specialist III

Huntington Bancshares, Inc.; Naples (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading financial institution seeks a Private Bank Service Specialist III to manage client relationships and support Wealth Advisors. Responsibilities include account maintenance, client interaction, and risk management with a focus on delivering exceptional service to high-net-worth clients. Ideal candidates have strong customer service backgrounds and proficiency in financial services.

Qualifications

• 4+ years customer service experience in banking or Wealth & Investment Financial Services.
• Notary public required for supporting Wealth Advisor role.
• FINRA licensing and Microsoft suite proficiency preferred.

Responsibilities

• Assists with special projects and training of service specialists.
• Provides administrative support for advisors and maintains client relationships.
• Identifies and resolves complex problems with accounts.

Skills

Customer Service

Attention to Detail

Communication

Problem Solving

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

Description

Summary:
The Private Bank Service Specialist III, as part of Huntington Private Bank, 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 III is also responsible for opening and maintaining accounts and have a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III 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 and Responsibilities:

• Assists with or leads special projects, as requested by manager and partners. Assists in training new and existing service specialists.
• Acts as a key resource and mentor for other Service Specialists across the footprint.
• Helps resolve complex support issues within the Region.
• Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements.
• Participate in identifying issues of concern and keeping department management informed as needed.
• Provides administrative support for one or more high-end advisor and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship. Maintains an effective rapport with clients and Huntington personnel.
• Services customers by providing detailed information on specific accounts and disbursing funds as appropriate.
• Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
• Makes routine decisions in the absence of an officer.
• Advises and counsels clients on bank products and services.
• Assists the Advisor(s) by processing and maintaining accurate and complete documentation. May attend meetings and presentations independently or with an officer.
• Compiles information from a variety of sources to prepare various reports.
• Communicates information by composing memos and correspondence to clients, officers, attorneys, agencies and others. Maintains up to date knowledge and may train others on products, services,
• Performs other duties as assigned.

Basic Qualifications:

• High School Diploma, GED or equivalent education
• 4+ years customer service experience in banking or Wealth & Investment Financial Services experience
• Notary public
• Required when supporting Wealth Advisor Role: FINRA licensing and Microsoft suite proficient

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 preferred.
• 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.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.