Description

Summary:

The Private Bank Service Specialist I 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 I is also responsible for maintaining a high level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist I 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:

• Services customers by providing detailed information and building rapport.

• Assists the Relationship Manager, Client Advisor, and/or Portfolio Manager by processing and maintaining accurate and complete documentation.

• Responsible for identifying, researching, analyzing and resolving complex problems with accounts.

• Maintains an effective rapport with clients and Huntington personnel.

• Performs other duties as assigned.

Basic Qualifications:

• High School Diploma

• 1 or more years of Banking and Wealth Management experience

• Notary Public

OR

• Bachelor's Degree

• 1 year customer service in Banking, and Wealth Management experience

• Notary Public

Preferred Qualifications:

• Bachelor's degree

• Microsoft suite proficient

• Strong Interpersonal skills

• Excellent Customer Service, highly motivated, focused and goal oriented.

• Strong organizational skills with attention to detail, planning and follow-up.

• Ability to work in fast paced environment with strict deadlines.

• Is able to work independently.

• Administrative experience with financial services industry preferred.

#privatebank

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.