HFA Service Specialist II

Huntington National Bank•Minnetonka, MN

5d•$25 - $29•Onsite

About The Position

HFA Service Specialists II provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship. Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. Services customers by providing detailed information on specific accounts and building rapport. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Builds an effective rapport with clients and Huntington personnel, including branch colleagues. Services customers by providing detailed information on specific accounts. Researches and resolves complex problems regarding service activities and operational issues. Assists the Advisors by processing and maintaining documentation, resolving discrepancies, and preparing for meetings and presentations. Prepares various internal reports, memos and correspondence. Maintains up to date knowledge of products, services, departmental systems and related technology, Digital Experience, policies and procedures. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree or at least 5 years of experience within Investments/Financial Services Minimum of 9 months of customer service experience within Investments/Financial Services Series 6, Series 63, and Life and Health license Preferred Qualifications: Excellent written, verbal and interpersonal communication skills as well as excellent organizational skills, and problem-solving skills. Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs). Proficiency in Microsoft Office suite (Excel, Word, Outlook and PowerPoint Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment. Demonstrated high degree of initiative and accountability. Ability to manage multiple priorities in a fast-paced environment and adaptive to change. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. 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. Compensation Range: $24.50 - $28.50 Hourly plus incentives The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. 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 We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to [email protected] Reasonable Accommodations Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds. EEOC Disclaimer Know Your Rights CA Data Privacy CA Data Privacy Rights Tobacco Disclaimer Tobacco-Free Hiring Practice Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Requirements

Bachelor's Degree or at least 5 years of experience within Investments/Financial Services
Minimum of 9 months of customer service experience within Investments/Financial Services
Series 6, Series 63, and Life and Health license

Nice To Haves

Excellent written, verbal and interpersonal communication skills as well as excellent organizational skills, and problem-solving skills.
Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs).
Proficiency in Microsoft Office suite (Excel, Word, Outlook and PowerPoint
Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment.
Demonstrated high degree of initiative and accountability.
Ability to manage multiple priorities in a fast-paced environment and adaptive to change.

Responsibilities

Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience.
Services customers by providing detailed information on specific accounts and building rapport.
Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests.
Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
Builds an effective rapport with clients and Huntington personnel, including branch colleagues.
Services customers by providing detailed information on specific accounts.
Researches and resolves complex problems regarding service activities and operational issues.
Assists the Advisors by processing and maintaining documentation, resolving discrepancies, and preparing for meetings and presentations.
Prepares various internal reports, memos and correspondence.
Maintains up to date knowledge of products, services, departmental systems and related technology, Digital Experience, policies and procedures.
Performs other duties as assigned.