Relationship Service Specialist II - Huntington National Bank
Columbus, OH
About the Job
Description
Summary:
The Commercial Relationship Service Specialist II acts as the primary service contact for assigned Commercial customers and Relationship Managers.Duties & Responsibilities:
+ Enhances value of Huntington’s service brand by providing Category of One experience for customers, tailored to their business and needs; professional, discreet, and positive communications with forward-thinking solutions
+ Acts and makes decisions in coordination or on behalf of Relationship Managers; connects or informs other bank colleagues to enable seamless transition of service for non-credit products
+ Often assigned to support the most complex, visible, large, and/or sensitive customers and services
+ Takes initiative to facilitate customer onboarding in conjunction with RM; ensures regulatory and system requirements are met; includes new and existing entities, foreign reviews, triggering events, and clearing exceptions and diligence cases; works directly with customer and deal team colleagues
+ Obtains/reviews customer information and documents to open commercial deposit accounts; satisfies legal, technical, and compliance requirements; provides information to customers on deposit product types and features
+ Services commercial deposit accounts, including updates to signers, account holds, CD renewals; manages overdrafts and approval process for time-sensitive decisioning; account closures; fraud protocols and interim monitoring; customer courtesy wires and funds movement; supports RM requests relating to deposit portfolio
+ Services commercial loans, including customer requests for advances; rate changes; insurance monitoring; research of past dues, invoices, misapplied payments, and other issues; supports RM requests and special handling of unique administration requirements relating to loan portfolio
+ Utilizes resources, judgment, decision-making to investigate and resolve complex customer service issues, while adhering to bank policies and procedures
+ Transitions customers to Treasury Management and other departments when needed for non-credit product implementation and service; may provide customer support for business online
+ Maintains basic commercial product knowledge and fosters business partnerships to refer customers to the RM and TM Sales Advisor for cross-sell opportunities
+ Attends customer meetings independently or with Relationship Managers; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
+ May mentor and assist in training less experienced colleagues
+ Participates in projects and performs other duties as assigned
Basic Qualifications:
+ High school or GED
+ 3+ years in commercial banking deposits, loans, customer service
Preferred Qualifications:
+ Bachelor’s degree
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:
The Commercial Relationship Service Specialist II acts as the primary service contact for assigned Commercial customers and Relationship Managers.Duties & Responsibilities:
+ Enhances value of Huntington’s service brand by providing Category of One experience for customers, tailored to their business and needs; professional, discreet, and positive communications with forward-thinking solutions
+ Acts and makes decisions in coordination or on behalf of Relationship Managers; connects or informs other bank colleagues to enable seamless transition of service for non-credit products
+ Often assigned to support the most complex, visible, large, and/or sensitive customers and services
+ Takes initiative to facilitate customer onboarding in conjunction with RM; ensures regulatory and system requirements are met; includes new and existing entities, foreign reviews, triggering events, and clearing exceptions and diligence cases; works directly with customer and deal team colleagues
+ Obtains/reviews customer information and documents to open commercial deposit accounts; satisfies legal, technical, and compliance requirements; provides information to customers on deposit product types and features
+ Services commercial deposit accounts, including updates to signers, account holds, CD renewals; manages overdrafts and approval process for time-sensitive decisioning; account closures; fraud protocols and interim monitoring; customer courtesy wires and funds movement; supports RM requests relating to deposit portfolio
+ Services commercial loans, including customer requests for advances; rate changes; insurance monitoring; research of past dues, invoices, misapplied payments, and other issues; supports RM requests and special handling of unique administration requirements relating to loan portfolio
+ Utilizes resources, judgment, decision-making to investigate and resolve complex customer service issues, while adhering to bank policies and procedures
+ Transitions customers to Treasury Management and other departments when needed for non-credit product implementation and service; may provide customer support for business online
+ Maintains basic commercial product knowledge and fosters business partnerships to refer customers to the RM and TM Sales Advisor for cross-sell opportunities
+ Attends customer meetings independently or with Relationship Managers; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
+ May mentor and assist in training less experienced colleagues
+ Participates in projects and performs other duties as assigned
Basic Qualifications:
+ High school or GED
+ 3+ years in commercial banking deposits, loans, customer service
Preferred Qualifications:
+ Bachelor’s degree
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