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Private Bank Service Manager
Huntington National Bank. Manage a Private Bank Service Specialist team covering Private Banking, Trust, Investment Management and/or Retirement Plan Services .
About the role
Key responsibilities & impact- Manage a Private Bank Service Specialist team covering Private Banking, Trust, Investment Management and/or Retirement Plan Services
- Direct daily activities and ensure timeliness and accuracy of servicing requests for Private Bank clients and advisors
- Provide first-line sales and service support
- Review and recommend methods and procedures to improve efficiency
- Take personal ownership of complex client issues and consult Senior Leadership as needed
- Drive the team to deepen client and colleague relationships through Category of One servicing experiences
- Lead special projects requested by Senior Leadership partners
- Organize workflow for designated groups and/or projects
- Develop, train, and supervise staff
- Partner with the on-site sales team to present a local team partnership to customers
- Act as liaison with other departments and/or divisions
- Provide direction in establishing new policies, procedures, and technology
- Prepare, maintain, and/or monitor activities for compliance with corporate and regulatory requirements
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s Degree
- 5 or more years of Private Bank or Wealth experience
- 2 or more years management experience or minimum 5 years in service leadership
- Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner
- Notary Public
- Proficient use of Microsoft Office and other internet resources
- Excellence in customer service, highly motivated, focused and goal oriented
- Excellent written and verbal communication skills, including grammar and demeanor
- Strong organizational skills with attention to detail, planning and follow-up
- Ability to work independently on multiple tasks without compromising quality
- Applicants must be currently authorized to work in the United States on a full-time basis
- Huntington will not sponsor applicants for immigration benefits or work permission
Benefits
Comp & perks- Full-time employment
- Exempt status; not eligible for overtime pay
- Office workplace type
- Equal Opportunity Employer
- Tobacco-Free Hiring Practice