Wealth & Investment Services Leader

Huntington Bancshares Inc.; Houston, Northern (TX, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Huntington Bancshares Inc. is seeking a Wealth and Investment Service Specialist III to lead, onboard and mentor service specialists while supporting high-end sales advisors with client relationships.

The role emphasizes coaching for policy procedures, product knowledge, and maintaining top-tier service standards. The position involves assisting with training, onboarding of new staff, and completion of special projects, with a focus on strengthening advisor-client connections in a dynamic wealth

Qualifications

• Train and mentor existing service specialists on policies/procedures/products/job expectations.
• Assist with onboarding/training of new service specialist colleagues.
• Support high-end sales advisors with client relationships.
• Complete special projects as assigned.

Responsibilities

• Train and mentor existing service specialists on policies/procedures/products/job expectations.
• Assist/Complete special projects.
• Assist/Onboard new service specialist colleagues.
• Support high-end sales advisor(s) with establishment, retention or maintenance of client relationships.

Skills

Mentoring

Training

Client relationships

Education

High school diploma or equivalent

Job description

Huntington Bancshares Inc. is seeking a Wealth and Investment Service Specialist III to lead, onboard and mentor service specialists while supporting high-end sales advisors with client relationships.

The role emphasizes coaching for policy procedures, product knowledge, and maintaining top-tier service standards. The position involves assisting with training, onboarding of new staff, and completion of special projects, with a focus on strengthening advisor-client connections in a dynamic wealth