Huntington National Bank · 1 day ago
Private Bank Service Specialist III
Houston, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expHuntington National Bank is seeking a Private Bank Service Specialist III to manage day-to-day client interactions and documentation within the Private Bank. This role involves partnering with Wealth Advisors to provide exceptional service to high-net-worth clients while maintaining a focus on risk management and adherence to policies.
Asset ManagementFinanceFinancial Services
No H1B
U.S. Citizen Only
Responsibilities
Assists with or leads special projects, as requested by manager and partners. Assists in training new and existing service specialists
Acts as a key resource and mentor for other Service Specialists across the footprint
Helps resolve complex support issues within the Region
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
Provides administrative support for one or more high-end advisor and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship. Maintains an effective rapport with clients and Huntington personnel
Services customers by providing detailed information on specific accounts and disbursing funds as appropriate
Responsible for identifying, researching, analyzing and resolving complex problems with accounts
Makes routine decisions in the absence of an officer
Advises and counsels clients on bank products and services
Assists the Advisor(s) by processing and maintaining accurate and complete documentation. May attend meetings and presentations independently or with an officer
Compiles information from a variety of sources to prepare various reports
Communicates information by composing memos and correspondence to clients, officers, attorneys, agencies and others. Maintains up to date knowledge and may train others on products, services
Performs other duties as assigned
Qualification
Required
High School Diploma, GED or equivalent education
2 years customer service experience in banking or Wealth & Investment Financial Services experience
Notary public
Required when supporting Wealth Advisor Role: Microsoft suite proficient
Preferred
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 preferred
Strong knowledge of Huntington applications
Company
Huntington National Bank
Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services. It is a sub-organization of Huntington Distribution Finance.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.75BKey Investors
FHLB Cincinnati
2026-01-17Grant
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO
Leadership Team
Donnell White
Senior Vice President - Chief Inclusion Officer
Dontae Noel
Emerging Payments & Platforms Strategy
Recent News
2026-01-22
2026-01-22
2026-01-22
Company data provided by crunchbase