Private Banking Service Specialist III — Client Advisory

Huntington Bancshares, Inc.; Cahaba Commons (AL); On-site; USD 55,000 - 75,000; Full time

Job summary

Huntington Private Bank is seeking a Private Bank Service Specialist III to manage day-to-day client interactions, documentation, maintenance and servicing of relationships with high-net-worth clients. You will support Wealth Advisors, ensuring service excellence while maintaining knowledge of banking products and adherence to risk policies.

The role covers Private Banking, Trust, and Investment Management with opportunities to mentor others and participate in process improvements.

Qualifications

• High School Diploma, GED or equivalent.
• 2 years of customer service experience in banking or Wealth & Investment Financial Services experience.
• Notary public.
• Proficient in Microsoft Office suite when supporting Wealth Advisor Role.

Responsibilities

• Assist with or lead special projects as requested by manager and partners.
• Act as a key resource and mentor for other Service Specialists across the footprint.
• Help resolve complex support issues within the Region.
• Identify, assess and manage risk and adhere to policy and procedure acknowledgements.
• Participate in identifying issues of concern and keeping department management informed as needed.
• Provide administrative support for one or more high-end advisor and day-to-day client interaction and relationship servicing.
• Serve customers by providing detailed information on specific accounts and disbursing funds as appropriate.
• Identify, research, analyze and resolve complex problems with accounts.
• Make routine decisions in the absence of an officer.
• Advise and counsel clients on bank products and services.
• Assist the Advisors by processing and maintaining accurate documentation; may attend meetings.
• Compile information from various sources to prepare reports.
• Communicate information by composing memos and correspondence to clients, officers, attorneys, agencies and others.
• Perform other duties as assigned.

Skills

Customer service

Notary public

Microsoft Office proficiency

Education

High School Diploma

Bachelor's degree

Tools

Microsoft Office

Huntington applications

Job description

Huntington Private Bank is seeking a Private Bank Service Specialist III to manage day-to-day client interactions, documentation, maintenance and servicing of relationships with high-net-worth clients. You will support Wealth Advisors, ensuring service excellence while maintaining knowledge of banking products and adherence to risk policies.

The role covers Private Banking, Trust, and Investment Management with opportunities to mentor others and participate in process improvements.