Private Bank Service Specialist III
About The Position
Description Summary: The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Assists with or leads special projects, as requested by manager and partners. Assists in training new and existing service specialists. Acts as a key resource and mentor for other Service Specialists across the footprint. Helps resolve complex support issues within the Region. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements. Participate in identifying issues of concern and keeping department management informed as needed. Provides administrative support for one or more high-end advisor and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship. Maintains an effective rapport with clients and Huntington personnel. Services customers by providing detailed information on specific accounts and disbursing funds as appropriate. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Makes routine decisions in the absence of an officer. Advises and counsels clients on bank products and services. Assists the Advisor(s) by processing and maintaining accurate and complete documentation. May attend meetings and presentations independently or with an officer. Compiles information from a variety of sources to prepare various reports. Communicates information by composing memos and correspondence to clients, officers, attorneys, agencies and others. Maintains up to date knowledge and may train others on products, services, Performs other duties as assigned.
Requirements
- High School Diploma, GED or equivalent education
- 2 years customer service experience in banking or Wealth & Investment Financial Services experience
- Notary public Required when supporting Wealth Advisor Role
- Microsoft suite proficient
Nice To Haves
- Bachelor's degree
- Strong Interpersonal skills
- Excellent Customer Service, 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 fast paced environment with strict deadlines.
- Is able to work independently.
- Administrative experience with financial services industry preferred.
- Strong knowledge of Huntington applications
Responsibilities
- Assists with or leads special projects, as requested by manager and partners.
- Assists in training new and existing service specialists.
- Acts as a key resource and mentor for other Service Specialists across the footprint.
- Helps resolve complex support issues within the Region.
- Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements.
- Participate in identifying issues of concern and keeping department management informed as needed.
- Provides administrative support for one or more high-end advisor and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship.
- Maintains an effective rapport with clients and Huntington personnel.
- Services customers by providing detailed information on specific accounts and disbursing funds as appropriate.
- Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
- Makes routine decisions in the absence of an officer.
- Advises and counsels clients on bank products and services.
- Assists the Advisor(s) by processing and maintaining accurate and complete documentation.
- May attend meetings and presentations independently or with an officer.
- Compiles information from a variety of sources to prepare various reports.
- Communicates information by composing memos and correspondence to clients, officers, attorneys, agencies and others.
- Maintains up to date knowledge and may train others on products, services,
- Performs other duties as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
