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Wealth & Investment Service Specialist in Zeeland at Huntington

Date Posted: 2/8/2018

Job Snapshot

Job Description

Personal Trust (Huntington Funeral & Cemetery Trust Services Group). Position provides administrative support for a sales function for one or more account officers and is responsible for the day to day activities and interaction between the client and Huntington, in terms of the establishment, documentation, and maintenance and servicing of the relationship.

This position:


• Provides administrative support, including typing, filing and answering telephones for a sales and service function for one or more account officers.
• Responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, and maintenance and servicing of the relationship.
• Fosters and develops internal and external relationships including advising and counseling on bank products and services.
• Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
• Assist the sales and service function or an officer by processing and maintaining complete and accurate documentation.
• Compiles information, composes memos and prepares other correspondence that will be presented to clients, officers, attorneys, agencies and others.
• Services customers by providing detailed information on specific accounts and disbursing funds as appropriate.
• May attend meetings and presentations independently or with an officer.
• Compiles information from a variety of sources to prepare various reports.
• Maintains up to date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures.

Basic Qualifications


• High School Diploma or GED required
• 1 or more years of high volume administrative/clerical support experience

Other Traits, Characteristics and Experience


• Excellent in customer service, highly motivated, focused, and goal oriented
• Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
• Strong organizational skills with attention to detail, planning and follow-up
• Ability to build and expand quality internal and external customer relationships
• Ability to multi-task
• PC and internet proficiency

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.

Huntington does not accept solicitation from Third Party Recruiters for any position.
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