Private Bank Service Manager

2 weeks ago


Charlotte, North Carolina, United States Huntington Bancshares Inc Full time
Job Summary:

The Private Bank Service Manager is responsible for providing exceptional service to high-net worth clients, partnering with Wealth Advisors to support the sales process, and maintaining a detailed knowledge of products and services. This role requires strong interpersonal skills, excellent customer service, and the ability to work in a fast-paced environment with strict deadlines.

Key Responsibilities:

Assist with or lead special projects as requested by manager and partners
Act as a key resource and mentor for other Service Specialists
Help resolve complex support issues within the Region
Participate in identifying issues of concern and keeping department management informed
Provide administrative support for one or more high-end advisor and maintain an effective rapport with clients and Huntington personnel

Requirements:

High School Diploma, GED or equivalent education
2 years customer service experience in banking or Wealth & Investment Financial Services experience
Notary public
FINRA licensing and Microsoft suite proficiency

Preferred Qualifications:

Bachelor's degree
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 independently
Administrative experience with financial services industry preferred

Work Environment:

Huntington Bancshares Inc is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

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