HFA Service Specialist II

Huntington National Bank•Minnetonka, MN

14h•$25 - $29•Hybrid

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. 

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.