Private Banking Client Service Lead

Huntington National Bank

Detroit (MI)

On-site

USD 52,000 - 76,000

Full time

14 days+
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Job summary

Huntington National Bank is seeking a Private Bank Service Specialist III to support day-to-day client relationship management across deposit accounts, wealth and investment services, and lending products. You will work with Private Bank Premier Wealth Advisors to deliver exceptional service and maintain comprehensive product knowledge.

The role emphasizes risk awareness, policy adherence, and cross-practice coverage (Private Banking, Trust, Investment Management).

Qualifications

  • 2 years customer service in banking or wealth & investment services.
  • Notary public.
  • High School Diploma or GED.
  • Bachelor's degree preferred; NMLS license within 120 days preferred.

Responsibilities

  • Manage day-to-day client interactions and servicing of the relationship.
  • Support deposits, wealth & investment accounts, loans and mortgage services.
  • Assist advisors with sales processes and client communications.
  • Identify, assess and manage risk in line with policy and procedures.
  • Provide mentorship and training to other service specialists.
  • Prepare reports and maintain accurate documentation for clients and officers.

Skills

Customer service
Notary public
Interpersonal skills
Communication skills

Education

High School Diploma
GED or equivalent
Bachelor's degree preferred

Tools

Huntington applications

Job description

Huntington National Bank is seeking a Private Bank Service Specialist III to support day-to-day client relationship management across deposit accounts, wealth and investment services, and lending products. You will work with Private Bank Premier Wealth Advisors to deliver exceptional service and maintain comprehensive product knowledge.

The role emphasizes risk awareness, policy adherence, and cross-practice coverage (Private Banking, Trust, Investment Management).

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