HFA Service Specialist II
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, including the Digital Experience. They service customers by providing detailed information on specific accounts and building rapport. This role is responsible for identifying, researching, analyzing and resolving complex problems with accounts. The specialist works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. They build an effective rapport with clients and Huntington personnel, including branch colleagues. The role involves researching and resolving complex problems regarding service activities and operational issues, and assisting Advisors by processing and maintaining documentation, resolving discrepancies, and preparing for meetings and presentations. Additionally, the specialist prepares various internal reports, memos, and correspondence, and maintains up-to-date knowledge of products, services, departmental systems and related technology, Digital Experience, policies and procedures. Performs other duties as assigned.
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.
- Builds an effective rapport with clients and Huntington personnel, including branch colleagues.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
