Private Bank Service Specialist II - Huntington National Bank
Birmingham, MI
About the Job
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: FINRA licensing and Microsoft suite proficient
+ Notary Public
Preferred Qualifications:
+ Bachelor's degree
+ 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)
No
Workplace Type:
Office
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.
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: FINRA licensing and Microsoft suite proficient
+ Notary Public
Preferred Qualifications:
+ Bachelor's degree
+ 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)
No
Workplace Type:
Office
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.
Source : Huntington National Bank
