Description

Summary:

Manages a team of Service Specialists for specific region and supervises the daily activities for region.​

Duties and Responsibilities:​

• Escalation points and vacation coverage for colleagues in the region. ​
• Assists in training and onboarding of new service specialists. ​
• Acts as Welcome Leader for Advisors and Service Specialists in region.​
• Completes various administrative tasks as assigned by the Regional Sales Manager.​
• Ensures that service coverage in region is adequately staffed and all service specialists are trained.​
• Reviews and recommends new methods and procedures to make the area more efficient.​
• Prepares, maintains and/or monitors performance reports focused on client-facing annual plan reviews.​
• Prepares, maintains and/or monitors reports in compliance with corporate and regulatory requirements.​
• Ensures quality of service level is maintained by utilizing bi-annual talent review process (9 box review). ​
• Maintains up to date knowledge on products, services, departmental systems and related technology, policies, and procedures. ​
• Some travel to branches within region, attending meetings, and assisting with onboarding colleagues in person. ​
• Facilitates relationship building between Service Specialists and Community Dedicated Relationship Banker​.
• Performs other duties as assigned.

Basic Qualifications:  

• High School Diploma, GED, or equivalent.
• Minimum of 5 years of experience in a sales support role
• Series 6 or Series 7 securities licenses
• Additional License Requirements upon hire: Series 24 or Series 26 and Series 63 (or Series 65/66) securities licenses required to be obtained within 120 days of hire

Preferred Qualifications:

• Bachelor’s Degree
• Series 7 and Series 24
• Series 63/65 or Series 66
• Life and Health Licensing
• Investment/Brokerage sales support experience

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type:

Huntington 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.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.