Private Banking Relationship Specialist II

Huntington Bank; Dallas (TX); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Huntington National Bank is seeking a Private Bank Service Specialist II to support day-to-day client activities and servicing of high-net-worth relationships. You will work with Wealth Advisors to facilitate the sales process and deliver exceptional service while maintaining knowledge of product offerings.

Responsibilities include processing accounts, loans, and documentation, building client rapport, solving complex account issues, and conducting proactive outreach.

Qualifications

• Must have high level of customer service in banking or wealth/financial services

Responsibilities

• Handle day-to-day client interactions and servicing of relationships across banking products
• Gather and review documentation for accounts and loans
• Provide information on account features and services to clients and maintain rapport
• Identify and resolve complex account issues
• Proactively reach out to clients monthly and participate in calling days
• Perform other duties as assigned

Skills

Customer service

Education

High School Diploma

Bachelor's degree

Tools

Microsoft Suite

Job description

Huntington National Bank is seeking a Private Bank Service Specialist II to support day-to-day client activities and servicing of high-net-worth relationships. You will work with Wealth Advisors to facilitate the sales process and deliver exceptional service while maintaining knowledge of product offerings.

Responsibilities include processing accounts, loans, and documentation, building client rapport, solving complex account issues, and conducting proactive outreach.