Description

Summary:

The Private Banking Service Specialist II 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.

Duties & Responsibilities:

• Private Banking Service Specialist II is 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 as assigned include answering telephones, filing and maintaining documentation.
• This position is for Private Banking only and is Safe Act reported.

Basic Qualifications:

• High School Diploma
• 3 or more years banking experience

#privatebank
Preferred Qualifications:

• Will obtain notary license
• Bachelor degree preferred
• Microsoft Suite Proficient
• Very strong interpersonal skills
• Excellent in customer service, highly motivated, focused and goal oriented
• Must have excellent written and verbal communication skills, including professional grammar and demeanor
• Strong organizational skills with attention to detail, planning and follow-up
• Is able to work independently
• Administrative support experience within financial service industry preferred

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

Workplace Type:

Compensation Range:

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. 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 and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

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

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position