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Huntington National Bank · 15 hours ago

Private Banking Service Specialist II

Birmingham, MI

Full-time

Hybrid

Mid Level

3+ years exp

Huntington National Bank is a financial services institution seeking a Private Banking Service Specialist II to provide first line sales and service support for Private Banking Clients. This role involves managing client relationships, processing loan requests, and cross-selling bank products while ensuring exceptional service for high net worth clients.

Asset ManagementFinanceFinancial Services

No H1B

U.S. Citizen Only

Responsibilities

Provides first line sales and service support for Private Banking Clients

Partners with one or more Private Bank Relationship Managers to support the sales process and deliver exceptional service model to high net worth clients

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, consumer lending and mortgages

Works directly with the client and/or relationship manager to obtain related applicant and financial information or other documentation (i.e. trust documents, insurance policies, business documents, etc.) needed for new accounts or loans and servicing requests

May advise clients on the best account options for their needs

Makes routine decisions in the absence of an officer

May attend client or prospect meetings, presentations and events with an officer or independently

Responsible for processing consumer loan requests; prepares and submit overrules

Service Specialist II has more in depth understanding of product options, guidelines, pricing and credit policy

Closes loans as needed without banker present

Services customers by providing detailed information on specific accounts and building rapport

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

Cross sells bank products and services including referring customers to appropriate personnel and scheduling appointments for bankers

Assist relationship managers with managing their pipelines, including: submitting referrals, entering opportunities, managing stages and tasks, etc

Service Specialist II is responsible for processing customer transaction requests (consumer and commercial)

Additionally, will complete related audits and tasks (when applicable) such as: cashier's check audits, cash audits, ordering cash, alarm testing, key audits, etc

Maintains up to date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures

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

Other duties include answering telephones, filing and maintaining documentation

Qualification

Banking experienceCustomer serviceMicrosoft SuiteInterpersonal skillsNotary licenseAdministrative supportOrganizational skillsWritten communicationVerbal communication