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Huntington National Bank · 2 hours ago

Private Banking Service Specialist II

Toledo, OH

Full-time

Hybrid

Entry Level

2+ years exp

Huntington National Bank is a financial institution seeking a Private Banking Service Specialist II. This role involves managing day-to-day client interactions and supporting Wealth Advisors to deliver exceptional service to high-net-worth clients.

Asset ManagementFinanceFinancial Services

No H1B

U.S. Citizen Only

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 proactive outreach to clients on a monthly basis and participation in Calling Days

Performs other duties as assigned

Qualification

Customer service experienceWealth & Investment knowledgeMicrosoft Suite proficiencyInterpersonal skillsNotary PublicAdministrative experienceHuntington applicationsOrganizational skillsWritten communicationVerbal communication