Private Bank Service Manager

Huntington National Bank•Raleigh, NC

2d•Onsite

About The Position

The Private Bank Service Manager is part of Huntington Bank’s Private Client Group and manages a Private Bank Service Specialist team serving multiple practices, which may include Private Banking, Trust, Investment Management, and/or Retirement Plan Services. The role oversees daily service activities, supports sales and client servicing, develops and supervises staff, and helps ensure compliance with corporate and regulatory requirements. The position is office-based; specific work arrangements are provided by the hiring team.

Requirements

Bachelor’s degree.
At least 5 years of Private Bank or Wealth experience.
At least 2 years of management experience or a minimum of 5 years in service leadership.
Confidence, assertiveness, professionalism, and ability to interact professionally with all organizational levels.
Notary Public.

Nice To Haves

Proficiency with Microsoft Office and other internet resources.
Excellence in customer service; highly motivated, focused, and goal-oriented.
Strong written and verbal communication skills, including grammar and demeanor.
Strong organizational skills, attention to detail, planning, and follow-up.
Ability to work independently on multiple tasks without compromising quality.

Responsibilities

Direct the team’s daily activities and ensure client and advisor service requests are handled accurately and on time.
Provide first-line sales and service support.
Review and recommend methods and procedures to improve efficiency.
Take ownership of complex client issues and consult Senior Leadership as needed.
Drive the team to deepen client and colleague relationships through high-quality servicing experiences.
Lead special projects as requested by Senior Leadership partners.
Organize workflow for the designated group and/or projects.
Develop, train, and supervise staff.
Partner with the onsite sales team to present a local team partnership to customers.
Act as a liaison with other departments and divisions.
Provide direction in establishing new policies, procedures, and technology.
Prepare, maintain, and/or monitor activities to ensure compliance with corporate and regulatory requirements.
Perform other duties as assigned.