Private Banking Client Services Specialist II

0101 The Huntington National Bank

United States

Hybrid

USD 55,000 - 75,000

Full time

8 days ago
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Benefits offered by this job

Flexible work arrangements
Office-based with remote options

Job summary

Huntington National Bank is seeking a Private Bank Service Specialist II to manage day-to-day client interactions and service relationships across personal, business deposits, and wealth accounts. You will work with Wealth Advisors to support the sales process and ensure exceptional service for high-net-worth clients.

Maintain knowledge of products, adhere to policies, and monitor risk. This role supports Private Banking, Trust, and Investment Management practices with flexible work arrangements.

Qualifications

  • High School Diploma required.
  • 2 years of customer service experience in banking or Wealth & Investment Financial Services.
  • Proficient with Microsoft Office suite.
  • Notary Public qualification or license.

Responsibilities

  • Handle day-to-day client interactions and relationship servicing.
  • Obtain required documentation for new accounts or loans.
  • Provide detailed information on accounts and build client rapport.
  • Identify and resolve complex account problems.
  • Proactively outreach to clients on a monthly basis and participate in Calling Days.

Skills

Interpersonal skills
Excellent customer service
Communication skills
Goal oriented

Education

High School Diploma
Bachelor's degree

Tools

Microsoft Office

Job description

Huntington National Bank is seeking a Private Bank Service Specialist II to manage day-to-day client interactions and service relationships across personal, business deposits, and wealth accounts. You will work with Wealth Advisors to support the sales process and ensure exceptional service for high-net-worth clients.

Maintain knowledge of products, adhere to policies, and monitor risk. This role supports Private Banking, Trust, and Investment Management practices with flexible work arrangements.

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