Private Bank Service Manager

Huntington National Bank•Raleigh, NC
•Onsite

About The Position

The Private Bank Service Manager, part of Huntington Bank’s Private Client Group, 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 servicing activities, supports sales and service, handles complex client issues, develops and supervises staff, and helps improve operational efficiency and compliance. The manager also partners with sales teams and other departments to provide coordinated client service and leads special projects as requested by Senior Leadership. The position is designated as office-based. Huntington notes that some positions outside its branch network may be eligible for flexible arrangements combining in-office and work-from-home time; specific arrangements are provided by the hiring team. Applicants must be currently authorized to work in the United States on a full-time basis, and Huntington will not sponsor applicants for immigration benefits.

Requirements

  • Bachelor’s degree.
  • Five or more years of Private Bank or Wealth experience.
  • Two or more years of management experience or a minimum of five years in service leadership.
  • Confidence, assertiveness, professionalism, and ability to interact professionally with all levels of the organization.
  • Notary Public.

Nice To Haves

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

Responsibilities

  • Direct daily activities and ensure servicing requests for Private Bank clients and advisors 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 when needed.
  • Drive the team to deepen relationships with clients and Huntington colleagues through Category of One 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 on-site sales team to present a local team partnership to customers.
  • Act as a liaison with other departments and/or 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.
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