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Private Banking Service Specialist in Birmingham at Huntington

Date Posted: 6/4/2018

Job Snapshot

Job Description

Brief Description

Provides first line sales and service support for Private Client Group customers. Partners with one or more Private Bank Relationship Manager to support the sales process and deliver exceptional service model to high net worth clients.

Detailed Description

  • Private Banking Service Specialist is 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, consumer lending and mortgages.
  • Works directly with the client and/or relationship manager to obtain financial information or other documentation (i.e. trust documents, insurance policies, business documents, etc.) needed for new accounts, loans and servicing requests.
  • May attend client or prospect meetings, presentations and events with an officer or independently.
  • Responsible for processing consumer loan requests. Collaborate with Relationship Manager to submit overrules. Service Specialist may provide back-up as needed to close loans with clients.
  • Services customers by providing detailed information on specific accounts and building rapport. Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
  • Cross sells bank products and services including referring customers to appropriate personnel and scheduling appointments for bankers.
  • Assist relationship managers with managing their pipelines, including: submitting referrals, entering opportunities, managing stages and tasks, etc.
  • Service Specialist responsible for processing customer transaction requests (consumer and commercial). Additionally, will complete related audits and tasks (when applicable) such as: cashier's check audits, cash audits, ordering cash, alarm testing, key audits, etc.
  • Maintains up to date knowledge on products, services, departmental systems and related technology, policies and procedures. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements. Participate in identifying issues of concern and keeping department management informed as needed.
  • Other duties include answering telephones, filing and maintaining documentation.

Job Requirements

  • A high school diploma or GED
  • 1 or more years personal banking, commercial or lending experience

Other Traits

  • Microsoft Suite Proficient
  • Notary will be obtained
  • Very strong interpersonal skills
  • Ability to work in fast paced environment with deadlines
  • Is able to work independently
  • Excellent in customer service, highly motivated, focused and goal oriented.
  • Must have excellent written and verbal communication skills, including professional grammar and demeanor.
  • Strong organizational skills with attention to detail, planning and follow-up.
  • Minimal travel may be required

Administrative support experience within financial service industry preferred

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.
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