Private Banking: Wealth & Investments Service Specialist

Huntington National Bank; Boardman Township (OH); On-site; USD 52,000 - 68,000; Full time

Job summary

Huntington National Bank in Boardman Township, OH is seeking a Private Bank Service Specialist II to manage daily client interactions, documents, maintenance and servicing of client relationships, supporting Wealth Advisors to deliver exceptional service to high-net-worth clients.

You will maintain knowledge of banking products, identify and resolve complex account issues, participate in proactive client outreach, and uphold risk and policy controls in a fast-paced office setting.

Qualifications

• Must have strong customer service experience in banking or wealth/investment services.
• Notary Public certification is required.
• Proficiency in Microsoft Office applications including Word, Excel, and PowerPoint.

Responsibilities

• Manage day-to-day client interactions, documentation, and servicing of banking relationships.
• Collaborate with Wealth Advisors to support the sales process for high-net-worth clients.
• Provide detailed information on accounts and products; resolve complex account issues while maintaining risk controls.

Skills

Customer service

Interpersonal skills

Attention to detail

Communication skills

Notary Public

Education

High School Diploma

Bachelor’s degree

Tools

Microsoft Office

Job description

Huntington National Bank in Boardman Township, OH is seeking a Private Bank Service Specialist II to manage daily client interactions, documents, maintenance and servicing of client relationships, supporting Wealth Advisors to deliver exceptional service to high-net-worth clients.

You will maintain knowledge of banking products, identify and resolve complex account issues, participate in proactive client outreach, and uphold risk and policy controls in a fast-paced office setting.