Private Bank Service Specialist II
| Company | Huntington Bancshares |
|---|---|
| Location | Grand Rapids, MI, USA, Holland, MI, USA, Kalamazoo, MI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- High School Diploma
- 2 years customer service experience in banking or Wealth & Investment Financial Services experience
- Required when supporting Wealth Advisor Role: FINRA licensing and Microsoft suite proficient
- Notary Public
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.
- Works directly with the client and/or Wealth Advisor to obtain related applicant and financial information or other documentation needed for new accounts or loans and servicing requests.
- Services customers by providing detailed information on specific accounts and building rapport.
- Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
- Responsible for proactive outreach to clients on a monthly basis and participation in Calling Days.
- Performs other duties as assigned.
Preferred Qualifications
- Bachelor’s degree
- 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.
- Strong knowledge of Huntington applications