Private Banking Service Specialist III – Hybrid/Remote

Huntington Bank; Birmingham (AL); On-site; USD 55,000 - 85,000; Full time

Job summary

The Huntington Private Bank is seeking a Private Bank Service Specialist III to support day-to-day client interactions, documentation, and servicing of high-net-worth relationships. You will partner with Wealth Advisors to deliver exceptional service and maintain broad knowledge of bank products to support service excellence.

This office-based role emphasizes risk awareness, policy adherence, and cross-functional collaboration across Private Banking, Trust, and Investment Management.

Qualifications

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

Responsibilities

• Assists with or leads special projects, as requested by manager and partners.
• Acts as a key resource and mentor for other Service Specialists across the footprint.
• Helps resolve complex support issues within the Region.
• Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements.
• Participate in identifying issues of concern and keeping department management informed as needed.
• Provides administrative support for one or more high-end advisor and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship.
• Services customers by providing detailed information on specific accounts and disbursing funds as appropriate.
• Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
• Makes routine decisions in the absence of an officer.
• Advises and counsels clients on bank products and services.
• Assists the Advisor(s) by processing and maintaining accurate and complete documentation. May attend meetings and presentations independently or with an officer.
• Compiles information from a variety of sources to prepare various reports.
• Communicates information by composing memos and correspondence to clients, officers, attorneys, agencies and others. Maintains up to date knowledge and may train others on products, services,

Skills

Customer service

Interpersonal skills

Communication skills

Attention to detail

Team collaboration

Education

High School Diploma/GED

Notary public

Bachelor’s degree

Tools

Microsoft Office

Job description

The Huntington Private Bank is seeking a Private Bank Service Specialist III to support day-to-day client interactions, documentation, and servicing of high-net-worth relationships. You will partner with Wealth Advisors to deliver exceptional service and maintain broad knowledge of bank products to support service excellence.

This office-based role emphasizes risk awareness, policy adherence, and cross-functional collaboration across Private Banking, Trust, and Investment Management.