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RPS Service Specialist II in Pittsburgh at Huntington

Date Posted: 11/14/2018

Job Snapshot

Job Description

Provides first line sales and service support for Retirement Plan Services customers. Partners with one or more Sales and/or Relationship Manager to support the sales process and deliver exceptional service to existing or prospective pension or retirement plan clients.
Retirement Plan Services 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 pension or retirement plans.
Works directly with the client and/or sales and service consultants to obtain documentation needed for new accounts or servicing requests.
May attend client or prospect meetings, presentations and events with an officer or independently.
Builds relationships with client contacts and other Huntington departments, provides client support as the primary servicing and reporting contact for moderately complex accounts, and monitors accounts to ensure objectives are being met and are in compliance.
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 sales and relationship managers with managing their pipelines, including: submitting referrals, entering opportunities, managing stages and tasks, etc.
Responsible for processing customer transaction requests
Maintains up to date knowledge and may train others 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.
Assists with training colleagues and reviewing/developing procedures or processes as needed.
Other duties include answering telephones, filing and maintaining documentation.
Basic Qualifications:
  • High School Diploma
  • 3 or more years of experience in banking/financial services
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.