Private Banking Service Specialist II

Huntington; Boardman Township (OH); Remote; USD 55,000 - 75,000; Full time

Job summary

Huntington is seeking a Wealth & Investment Service Specialist II in Boardman, OH to support Private Banking activities and maintain strong client relationships across wealth accounts.

You will work with Wealth Advisors, handle documentation and servicing tasks, and ensure accurate information while staying compliant with policies. The role emphasizes service excellence, accuracy, and proactive client outreach.

Qualifications

• High School Diploma required.
• 2+ years of customer service experience in banking or wealth/investment services preferred.
• Notary Public certification preferred.

Responsibilities

• Handle day-to-day client interactions and servicing across wealth & investment accounts.
• Collaborate with Wealth Advisors to support sales process and deliver excellent client service.
• Identify and resolve complex account issues with accuracy and efficiency.
• Participate in proactive client outreach and calling days.

Skills

Customer service

Interpersonal skills

Communication

Education

Bachelor's degree

Notary Public

Tools

Microsoft Office

Job description

Huntington is seeking a Wealth & Investment Service Specialist II in Boardman, OH to support Private Banking activities and maintain strong client relationships across wealth accounts.

You will work with Wealth Advisors, handle documentation and servicing tasks, and ensure accurate information while staying compliant with policies. The role emphasizes service excellence, accuracy, and proactive client outreach.