Private Bank Service Specialist III

Huntington Bancshares
Cincinnati
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Customer service","Organizational skills","Written and verbal communication","Independent work"]

Support Huntington Private Bank client relationships day to day by establishing documentation, maintaining accounts, and servicing deposit, wealth, investment management, and lending needs. Partner with Private Bank Premier Wealth Advisors to deliver service excellence, assist with or lead special projects, and resolve complex client and account issues. Maintain risk awareness, follow policies and procedures, provide administrative support for advisors, and help train and mentor other service specialists.

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Huntington Bancshares
Huntington Bancshares
3 days ago

Private Bank Service Specialist III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Support Huntington Private Bank client relationships day to day by establishing documentation, maintaining accounts, and servicing deposit, wealth, investment management, and lending needs. Partner with Private Bank Premier Wealth Advisors to deliver service excellence, assist with or lead special projects, and resolve complex client and account issues. Maintain risk awareness, follow policies and procedures, provide administrative support for advisors, and help train and mentor other service specialists.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Manage day-to-day client and Huntington interactions for establishing, documenting, maintaining, and servicing the relationship
  • •Support services across personal/business deposits, wealth & investment management accounts, consumer lending and mortgages
  • •Assist with or lead special projects as requested and help train new/existing service specialists
  • •Serve as a key resource and mentor to other service specialists; resolve complex support issues
  • •Adhere to risk identification, assessment, and management practices and follow policy/procedure acknowledgements

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability InsuranceRetirement SavingsPaid LeavePaid Holidays

Key Requirements

  • •High School Diploma, GED or equivalent education
  • •2 years customer service experience in banking or Wealth & Investment Financial Services
  • •Notary public
  • •NMLS license required within the first 120 days
  • •Strong interpersonal and customer service skills with strong organizational attention to detail
Experience:2+ yearsBankingWealth managementFinancial services
Education:High School
Skills:Interpersonal skillsCustomer serviceOrganizational skillsWritten and verbal communicationIndependent work
Licenses:Notary publicNMLS

Eligibility

Visa:F-1H-1BO-1TNE-3
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn