Private Bank Service Specialist III
Core
Supports Wealth Advisors in delivering exceptional service to high-net-worth clients by managing account documentation, servicing relationships, and resolving complex support issues.
Role type
Senior IC Private Bank Service Specialist
Builds
Client relationships and accurate account documentation for Private Banking, Trust, and Investment Management practices
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Banking or Wealth & Investment Financial Services experience, Notary public, Microsoft suite proficiency, complex problem resolution, risk assessment, client counseling
Preferred skills
Bachelor's degree, administrative experience in financial services, strong knowledge of Huntington applications, independent work capability
Technologies
Microsoft suite, Huntington applications
Responsibilities
Establish, document, and maintain client relationships; resolve complex account issues; advise clients on bank products; process funds and maintain accurate documentation; mentor other Service Specialists; prepare reports and correspondence
Seniority
Mid-level, hands-on IC