4 дня назад
Private Bank Service Specialist III
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Bank Service Specialist III (Banking/Wealth Management): Supporting private banking clients and wealth advisors through account establishment, documentation, maintenance, servicing, and complex issue resolution with an accent on customer service, financial products, and risk management. Focus on analyzing account problems, maintaining accurate records, advising clients on banking services, and mentoring service specialists in an in-office role.
Location: Cincinnati, Ohio; the position may sit anywhere in the Huntington footprint but requires working in the office. Applicants must already be authorized to work full-time in the United States.
Company
provides private banking, trust, investment management, deposit, lending, and mortgage services.
What you will do
- Manage day-to-day client interactions, relationship documentation, account maintenance, and servicing across private banking, trust, and investment management.
- Support Private Bank Premier Wealth Advisors and contribute to the sales process, client meetings, presentations, reports, memos, and correspondence.
- Provide detailed information on accounts and bank products, advise clients on services, and disburse funds as appropriate.
- Research, analyze, and resolve complex account and support issues while identifying and managing risk.
- Lead or support special projects, train new and existing specialists, and mentor service specialists across the Huntington footprint.
- Make routine decisions in the absence of an officer and maintain accurate, complete documentation.
Requirements
- High school diploma, GED, or equivalent education.
- At least two years of customer service experience in banking or wealth and investment financial services.
- Notary public.
- Strong interpersonal, written, verbal communication, organizational, planning, and follow-up skills.
- Ability to work independently in a fast-paced environment with strict deadlines and attention to detail.
- Must be authorized to work full-time in the United States; immigration sponsorship is not available.
Nice to have
- Bachelor's degree.
- NMLS license, required within the first 120 days.
- Administrative experience in financial services.
- Strong knowledge of Huntington applications.
Culture & Benefits
- Office-based workplace with collaboration across private banking, trust, and investment management practices.
- Health insurance, wellness programs, life and disability insurance, and retirement savings plan.
- Paid leave programs, paid holidays, and paid time off.
- Eligibility for applicable incentive compensation.
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