Wealth & Investment Service Spec II

0101 The Huntington National Bank; Boardman Township (OH); Hybride; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Notary Public

Résumé du poste

Huntington Bank is seeking a Private Bank Service Specialist II to support day-to-day client interaction, documentation, maintenance and servicing of relationships. You will partner with Wealth Advisors to support sales and deliver exceptional service to high-net-worth clients, while maintaining knowledge of products and services to ensure service excellence.

The role emphasizes risk awareness, adherence to policies, and coverage across Private Banking, Trust, and Investment Management

Qualifications

• High School Diploma required.
• 2 years of customer service experience in banking or Wealth & Investment Financial Services.
• Proficiency with Microsoft Office suite is required when supporting Wealth Advisor role.

Responsabilités

• Interact with clients to establish, document, maintain, and service banking relationships.
• Collect and verify applicant and financial information for new accounts or loans.
• Provide detailed information on accounts and build rapport with clients.
• Identify, research, and resolve complex account problems.
• Proactively reach out to clients monthly and participate in Calling Days.

Connaissances

Customer service

Banking

Wealth & Investment

Formation

High School Diploma

Outils

Microsoft Office

Description du poste

Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management).

Duties & Responsibilities

• Responsible for the day-to-day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to personal and business deposit accounts, wealth & investment management accounts and services, consumer lending and mortgages.
• Works directly with the client and/or Wealth Advisor to obtain related applicant and financial information or other documentation needed for new accounts or loans and servicing requests.
• Services customers by providing detailed information on specific accounts and building rapport.
• Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
• Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
• Responsible for proactive outreach to clients on a monthly basis and participation in Calling Days.
• Performs other duties as assigned.

Basic Qualifications

• High School Diploma
• 2 years customer service experience in banking or Wealth & Investment Financial Services experience Required when supporting Wealth Advisor Role: Microsoft suite proficient

Preferred Qualifications

• Notary Public
• Strong Interpersonal skills
• Excellent Customer Service, highly motivated, focused and goal oriented.
• Strong organizational skills with attention to detail, planning and follow-up.
• Strong written and verbal communication skills, including professional grammar and demeanor.
• Ability to work in fast paced environment with strict deadlines.
• Is able to work independently.
• Administrative experience with financial services industry.
• Strong knowledge of Huntington applications

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type: Office

Our Approach to Office Workplace Type

We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people's lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it's helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you'll apply to join our team. If you'd like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

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