Private Bank Service Specialist II

Huntington National Bank • Dallas, TX

5d • Onsite

About The Position

The Private Bank Service Specialist II handles day-to-day client interactions and activities related to establishing, documenting, maintaining, and servicing client relationships at Huntington Bank. The role partners with one or more Wealth Advisors to support the sales process and provide exceptional service to high-net-worth clients. It requires detailed knowledge of products and services, a focus on Service Excellence, and awareness of identifying, assessing, and managing risk while adhering to policies and procedures. The position provides service coverage across Private Banking, Trust, and Investment Management.

The role supports personal and business deposit accounts, wealth and investment management accounts and services, consumer lending, and mortgages. It works with clients and/or Wealth Advisors to obtain applicant and financial information or other documentation for new accounts, loans, and service requests; provides account information and builds client rapport; and researches and resolves complex account issues. The specialist also conducts proactive monthly client outreach and participates in Calling Days, and performs other duties as assigned.

Requirements

• High school diploma.
• At least 2 years of customer service experience in banking or Wealth & Investment Financial Services.
• Notary Public.
• Microsoft Suite proficiency when supporting a Wealth Advisor role.

Nice To Haves

• Bachelor's degree.
• Strong interpersonal skills.
• Excellent customer service skills; highly motivated, focused, and goal oriented.
• Strong organizational skills, 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

• Handle day-to-day client interactions and activities related to establishing, documenting, maintaining, and servicing client relationships.
• Support personal and business deposit accounts, wealth and investment management accounts and services, consumer lending, and mortgages.
• Work with clients and/or Wealth Advisors to obtain applicant and financial information and 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, identify and manage risk, and adhere to policies and procedures.
• Perform other duties as assigned.

What This Job Offers

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