HFA Service Specialist II
Description
Summary:
HFA Service Specialists II 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)
NoWorkplace Type:
OfficeOur Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.