Private Bank Service Specialist III

Huntington National Bank • Chicago, IL • 3h ago

Description

Summary:The Private Bank Service Specialist III, as part of Huntington Private Bank, 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 Private Bank Premier Wealth Advisors to support the sales process and deliver exceptional service to our clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III 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:

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.

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.

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 advisors 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.

Basic Qualifications:

High School Diploma, GED or equivalent education

2 years customer service experience in banking or Wealth & Investment Financial Services experience

Notary public

Preferred Qualifications:

Bachelor's degree

NMLS license will be required within the first 120 days

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

This position can sit anywhere in the Huntington footprint but will be required to be in office.

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.

Compensation Range:

The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. ?Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. ?In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

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

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.

Similar Jobs

Vice President - Open Finance Sales

Mastercard • Chicago, IL • 19min ago

Finance, Accounting & Banking

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wid...

19min ago

Go to Apply

Associate, MBA - Finance/Accounting

The Brattle Group • Chicago, IL • 27min ago

Finance, Accounting & Banking

Associate - Finance/Accounting Associates work as part of a team on challenging and high-profile projects in a collegial and fast-paced work environment. Brattle is sought after to answer complex financial, economic, and...

27min ago

Go to Apply

Commercial Finance Leader - Intelerad

GE HealthCare • Chicago, IL • 28min ago

Finance, Accounting & Banking

Job Description Summary Commercial Finance Manager is a strategic finance leader responsible for driving profitable growth by partnering with Commercial, Product, Marketing, and Executive Leadership. This role serves as...

28min ago

Go to Apply

Associate, MBA - Economics/Finance

The Brattle Group • Chicago, IL • 28min ago

Finance, Accounting & Banking

Associate - Economics/Finance Associates work as part of a team on challenging and high-profile projects in a collegial and fast-paced work environment. Brattle is sought after to answer complex financial, economic, and...

28min ago

Go to Apply

Associate, PhD - Early Decision (Finance/Crypto Focus) (2027)

The Brattle Group • Chicago, IL • 36min ago

Finance, Accounting & Banking

If you are certain that economic consulting is the career path you want to pursue, you should apply through our Early Decision process! If you want to explore other options before making a decision, we welcome you to app...

36min ago

Go to Apply

Workers Compensation Claims Specialist

TEKsystems • Chicago, IL • 3h ago

Finance, Accounting & Banking

About the Opportunity We are seeking an experienced Workers' Compensation Claims Specialist to join a leading insurance organization. This is an excellent opportunity for a claims professional who thrives in a fast-paced...

3h ago

Go to Apply

Business Banking Market Manager ( Chicago Metro Market)

U.S. Bank • Chicago, IL • 3h ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, al...

3h ago

Go to Apply

Executive Assistant - U.S. Banking HR

BMO Financial Group • Chicago, IL • 3h ago

Finance, Accounting & Banking

Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices...

3h ago

Go to Apply

Associate, Corporate Banking- Real Estate

BMO Financial Group • Chicago, IL • 3h ago

Finance, Accounting & Banking

Please note the base salary for this role is $135,000.00 USD. Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team...

3h ago

Go to Apply

Accounts Receivable Team Lead

US Foods • Bensenville, IL • 3h ago

Finance, Accounting & Banking

Fully Remote Tempe AZ New York Virtual Location North Carolina Virtual Location Oklahoma Virtual Location Virginia Virtual Location Nevada Virtual Location Missouri Virtual Location Arizona Virtual Location Iowa Virtual...

3h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)