Remote Private Bank Service Specialist II

The Huntington National Bank; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

The Huntington National Bank in Dallas, TX seeks a Private Bank Service Specialist II to support daily client interactions, documentation, and servicing of high-net-worth relationships. You will partner with Wealth Advisors to deliver service excellence and maintain risk awareness in accordance with bank policies.

Key duties include account servicing, collecting required documentation, and proactive client outreach, with emphasis on accuracy, communication, and problem-solving in a fast-paced

Qualifications

• High School Diploma is required and 2 years of customer service experience in banking or Wealth & Investment Financial Services.
• Notary Public is required when supporting Wealth Advisor role.
• Bachelor's degree is preferred and beneficial for career progression.

Responsibilities

• Handle day-to-day activities and interactions between the client and Huntington, including establishment, documentation, maintenance and servicing of the relationship, covering personal and business accounts and wealth and investment services.
• Work directly with the client and Wealth Advisor to obtain documentation for new accounts or loans and servicing requests.
• Provide detailed information on specific accounts and build rapport with customers.
• Identify, research, analyze and resolve complex problems with accounts; proactive monthly outreach and participation in Calling Days.

Skills

Customer service

Interpersonal skills

Communication

Problem solving

Attention to detail

Education

High School Diploma

Bachelor's degree

Tools

Microsoft Office

Job description

The Huntington National Bank in Dallas, TX seeks a Private Bank Service Specialist II to support daily client interactions, documentation, and servicing of high-net-worth relationships. You will partner with Wealth Advisors to deliver service excellence and maintain risk awareness in accordance with bank policies.

Key duties include account servicing, collecting required documentation, and proactive client outreach, with emphasis on accuracy, communication, and problem-solving in a fast-paced