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Private Bank Service Specialist II

Huntington Bank -
Atlanta, GA

Apply Now

Job Details

Full-time

Qualifications

Customer communication
Financial services customer support
Microsoft Office
High school diploma or GED
Certified Notary Public

Full Job Description

Description

Summary:

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

Responsible for the day-to-day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to personal and business deposit accounts, wealth & investment management accounts and services, consumer lending and mortgages.
Works directly with the client and/or Wealth Advisor to obtain related applicant and financial information or other documentation needed for new accounts or loans and servicing requests.
Services customers by providing detailed information on specific accounts and building rapport.
Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
Responsible for proactive outreach to clients on a monthly basis and participation in Calling Days.

Basic Qualifications:

High School Diploma
2 years customer service experience in banking or Wealth & Investment Financial Services experience
Required when supporting Wealth Advisor Role: Microsoft suite proficient

Preferred Qualifications:

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.

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

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Apply Now

Refine Your Search

huntington bank jobs in georgia

Private Bank Service Specialist II

Customer Experience Banker - Warner Robbins

Financial Relationship Banker - Pharr Rd

Security Manager

Branch Manager - Martinez Branch

Auto Finance Sales Rep Senior

SBA Product Business Development Officer Senior

Commercial Portfolio Mgr II

Private Bank Wealth Advisor III

Sr. Executive CRE Relationship Manager

Regional Banking Relationship Manager Senior

Mortgage loan Officer - Retail

Treasury Management Specialist Sr

Customer Experience Banker - Perry

Customer Experience Banker - Telfair Branch

Portfolio Manager - Franchise Banking Director

Preferred Banker - Macon, GA

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