Wealth & Investment Service Specialist II

0101 The Huntington National Bank; United States; Hybrid; USD 65,000 - 85,000; Full time

Job summary

The Huntington National Bank is seeking a Private Bank Service Specialist II to support day-to-day client interactions, documentation, maintenance, and servicing of client relationships. This role partners with Wealth Advisors to deliver exceptional service to high-net-worth clients and to manage risk in accordance with bank policies.

Responsibilities include handling accounts, gathering required documentation, and performing proactive client outreach.

Qualifications

• High School Diploma required.
• 2 years customer service experience in banking or Wealth & Investment Financial Services.

Responsibilities

• Handle day-to-day client interactions and servicing of the relationship, including accounts and wealth/investment services.
• Work with the client and/or Wealth Advisor to obtain documents needed for new accounts or loan servicing.
• Provide detailed information on specific accounts and build rapport with clients.
• Identify, research, analyze and resolve complex account problems.
• Proactively outreach to clients on a monthly basis and participate in Calling Days.

Skills

Customer service

Banking knowledge

Notary

Microsoft Suite

Education

High School Diploma

Tools

Microsoft Suite

Job description

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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