Private Bank Service Specialist II

Huntington National Bank • Dallas, TX

4d • Onsite

About The Position

The Private Bank Service Specialist II manages day-to-day client interactions with Huntington Bank, including establishing, documenting, maintaining, and servicing client relationships. The role partners with one or more Wealth Advisors to support the sales process and deliver service to high-net-worth clients. It maintains detailed knowledge of products and services to provide service excellence, while identifying, assessing, and managing risk and adhering to policies and procedures. The position provides service coverage across Private Banking, Trust, and Investment Management.

Requirements

• High school diploma.
• Two years of customer service experience in banking or wealth and investment financial services.
• When supporting a Wealth Advisor role: proficiency with Microsoft Suite.
• When supporting a Wealth Advisor role: Notary Public.

Nice To Haves

• Bachelor's degree.
• Strong interpersonal skills.
• Excellent customer service skills; highly motivated, focused, and goal oriented.
• Strong organizational skills, with attention to detail, planning, and follow-up.
• Strong written and verbal communication skills, including professional grammar and demeanor.
• Ability to work in a fast-paced environment with strict deadlines.
• Ability to work independently.
• Administrative experience in the financial services industry.
• Strong knowledge of Huntington applications.

Responsibilities

• Manage day-to-day client interactions related to establishing, documenting, maintaining, and servicing relationships, including personal and business deposit accounts, wealth and investment management accounts and services, consumer lending, and mortgages.
• Work directly with clients and/or Wealth Advisors to obtain applicant and financial information or other documentation needed for new accounts, loans, and servicing requests.
• Provide detailed information about specific accounts and build rapport with customers.
• Identify, research, analyze, and resolve complex account problems.
• Conduct proactive monthly outreach to clients and participate in Calling Days.
• Maintain detailed knowledge of products and services and adhere to policies and procedures while identifying, assessing, and managing risk.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED