Private Bank Service Specialist III

Huntington National Bank • Atlanta, GA

9d • Onsite

About The Position

The Private Bank Service Specialist III manages day-to-day client interactions and activities related to establishing, documenting, maintaining, and servicing client relationships with 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 risk management and compliance with policies and procedures. Service coverage may span Private Banking, Trust, and Investment Management.

Requirements

• High school diploma.
• Two 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, motivation, focus, and goal orientation.
• Strong organizational skills, including 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 and activities 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 with clients and/or Wealth Advisors to obtain applicant and financial information and other documentation required for new accounts, loans, and servicing requests.
• Provide detailed account information and build rapport with customers.
• Identify, research, analyze, and resolve complex account problems.
• Conduct proactive monthly client outreach and participate in Calling Days.
• Perform other duties as assigned.

What This Job Offers

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