Private Bank Service Specialist III

Atlantaonsitemid

Posted today · via Workday

About this role

Description Summary: The Private Bank Service Specialist III is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management).…

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reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, outreach

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Atlanta. We weight your proximity and willingness to relocate.

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Skills in this role

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