Private Banking Service Specialist II
Huntington Bancshares, Inc., Birmingham, MI, United States
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:
Responsible for day-to-day activities and interactions 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 (trust documents, insurance policies, business documents) 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 submits overrules. Has in‑depth understanding of product options, guidelines, pricing and credit policy; can close loans as needed without banker present.
Provides detailed information on specific accounts, builds rapport, and identifies, researches, analyzes, and resolves complex problems with accounts.
Cross‑slews bank products and services, including referring customers to appropriate personnel and scheduling appointments for bankers.
Assists relationship managers with managing their pipelines, including submitting referrals, entering opportunities, managing stages and tasks.
Processes customer transaction requests (consumer and commercial) and completes related audits and tasks (cashier's check audits, cash audits, ordering cash, alarm testing, key audits).
Maintains up‑to‑date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures; focuses on risk assessment and adherence to policy and procedure acknowledgements; participates in identifying issues and keeping department management informed.
Other duties as assigned, including 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 of banking experience
Preferred Qualifications:
Will obtain notary license
Bachelor's degree preferred
Microsoft Suite proficient
Very strong interpersonal skills
Excellent customer service, highly motivated, focused and goal oriented
Excellent written and verbal communication skills, including professional grammar and demeanor
Strong organizational skills with attention to detail, planning and follow‑up
Ability to work independently
Administrative support experience within financial services industry preferred
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.
Employment Conditions: 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.
Equal Opportunity Statement: Huntington is an Equal Opportunity Employer.
Tobacco‑Free Hiring Practice: Visit Huntington's Career Web Site for more details.
#J-18808-Ljbffr
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:
Responsible for day-to-day activities and interactions 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 (trust documents, insurance policies, business documents) 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 submits overrules. Has in‑depth understanding of product options, guidelines, pricing and credit policy; can close loans as needed without banker present.
Provides detailed information on specific accounts, builds rapport, and identifies, researches, analyzes, and resolves complex problems with accounts.
Cross‑slews bank products and services, including referring customers to appropriate personnel and scheduling appointments for bankers.
Assists relationship managers with managing their pipelines, including submitting referrals, entering opportunities, managing stages and tasks.
Processes customer transaction requests (consumer and commercial) and completes related audits and tasks (cashier's check audits, cash audits, ordering cash, alarm testing, key audits).
Maintains up‑to‑date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures; focuses on risk assessment and adherence to policy and procedure acknowledgements; participates in identifying issues and keeping department management informed.
Other duties as assigned, including 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 of banking experience
Preferred Qualifications:
Will obtain notary license
Bachelor's degree preferred
Microsoft Suite proficient
Very strong interpersonal skills
Excellent customer service, highly motivated, focused and goal oriented
Excellent written and verbal communication skills, including professional grammar and demeanor
Strong organizational skills with attention to detail, planning and follow‑up
Ability to work independently
Administrative support experience within financial services industry preferred
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.
Employment Conditions: 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.
Equal Opportunity Statement: Huntington is an Equal Opportunity Employer.
Tobacco‑Free Hiring Practice: Visit Huntington's Career Web Site for more details.
#J-18808-Ljbffr