HFA Service Specialist II - Huntington National Bank
Midland, MI
About the Job
Description
Summary:
HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.
Duties and Responsibilities:
+ Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience.
+ Services customers by providing detailed information on specific accounts and building rapport. Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
+ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests.
+ Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
+ Builds an effective rapport with clients and Huntington personnel, including branch colleagues.
+ Services customers by providing detailed information on specific accounts.
+ Researches and resolves complex problems regarding service activities and operational issues.
+ Assists the Advisors by processing and maintaining documentation, resolving discrepancies, and preparing for meetings and presentations.
+ Prepares various internal reports, memos and correspondence.
+ Maintains up to date knowledge of products, services, departmental systems and related technology, Digital Experience, policies and procedures.
+ Performs other duties as assigned.
Basic Qualifications:
+ Bachelor's Degree or at least 5 years of experience within Investments/Financial Services
+ Minimum of 9 months of customer service experience within Investments/Financial Services
+ Series 6, Series 63, and Life and Health license
Preferred Qualifications:
+ Excellent written, verbal and interpersonal communication skills as well as excellent organizational skills, and problem-solving skills.
+ Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs).
+ Proficiency in Microsoft Office suite (Excel, Word, Outlook and PowerPoint
+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment.
+ Demonstrated high degree of initiative and accountability.
+ Ability to manage multiple priorities in a fast-paced environment and adaptive to change.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Hybrid
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
Summary:
HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.
Duties and Responsibilities:
+ Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience.
+ Services customers by providing detailed information on specific accounts and building rapport. Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
+ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests.
+ Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
+ Builds an effective rapport with clients and Huntington personnel, including branch colleagues.
+ Services customers by providing detailed information on specific accounts.
+ Researches and resolves complex problems regarding service activities and operational issues.
+ Assists the Advisors by processing and maintaining documentation, resolving discrepancies, and preparing for meetings and presentations.
+ Prepares various internal reports, memos and correspondence.
+ Maintains up to date knowledge of products, services, departmental systems and related technology, Digital Experience, policies and procedures.
+ Performs other duties as assigned.
Basic Qualifications:
+ Bachelor's Degree or at least 5 years of experience within Investments/Financial Services
+ Minimum of 9 months of customer service experience within Investments/Financial Services
+ Series 6, Series 63, and Life and Health license
Preferred Qualifications:
+ Excellent written, verbal and interpersonal communication skills as well as excellent organizational skills, and problem-solving skills.
+ Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs).
+ Proficiency in Microsoft Office suite (Excel, Word, Outlook and PowerPoint
+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment.
+ Demonstrated high degree of initiative and accountability.
+ Ability to manage multiple priorities in a fast-paced environment and adaptive to change.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Hybrid
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
Source : Huntington National Bank