- 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.
- 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
- 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.
-
Cox Automotive Morgantown, United States Part time**Responsibilities**: · - Manage account relationships, maintaining effective communications and ensuring customer requirements are met. · - Review and update condition report; approve and audit vehicle repair report. · - Walk vehicles with account representative and make recomme ...
-
Retail Service Specialist
1 week ago
O'Reilly Auto Parts Morgantown, United StatesO'Reilly Automotive Monongahela Blvd [Store Supervisor / Team Member] As a Retail Service Specialist at O'Reilly Automotive, you'll: Provide professional services while delivering an excellent customer service experience; Support the Store Manager and Assistant Manager in the are ...
-
patient service specialist
1 week ago
Select Medical Morgantown, WV , USA, United StatesWhen patients enter our center in Morgantown, we want them to have an exceptional experience – starting at the front desk. That's where you come in. As a patient service specialist, you'll manage both the patient side and business side of our center. The front desk is your statio ...
-
patient service specialist
5 days ago
Select Medical Corporation Morgantown, WV , USA, United StatesOverview · When patients enter our center in Morgantown, we want them to have an exceptional experience - starting at the front desk. That's where you come in. As a patient service specialist, you'll manage both the patient side and business side of our center. The front desk is ...
-
Receptionist - Client Service Specialist
4 days ago
CityVet Kingwood, United States**Happy people. Healthy pets.** · At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at ou ...
-
HR Customer Service Specialist
1 week ago
West Virginia University Hospitals, Inc. Morgantown, United StatesTitle HR Customer Service Specialist Description MINIMUM QUALIFICATIONS: · EDUCATION, CERTIFICATION, AND/OR LICENSURE: · 1. High school diploma or equivalent and five years of experience in HR support, customer service or data management OR · Associates degree and three years ...
-
Teacher Assistant, Intervention Support
2 days ago
Abraxas Youth & Family Services Morgantown, United StatesWe are hiring **Teacher Assistants, Intervention Support Specialists** to join our education team at Abraxas Academy in Morgantown, PA. Here, you will help at-risk adolescents **BUILD BETTER FUTURES**. · Abraxas Academy is located minutes off of Exit 298 of the Pennsylvania Turnp ...
-
Safelite AutoGlass Morgantown, United StatesDoes this position interest you? You should apply - even if you don't match every single requirement We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have ...
-
Horizon Innovations Morgantown, United StatesThere are many reasons to collaborate with European Medical Consulting Adam in Morgantown. In the following section, you will see how you can benefit from our free services and save valuable time: * You can delegate contract negotiations to us at your request * You will be discre ...
-
Senior Chief Physician for Thoracic Surgery
1 week ago
Stellar Enterprises Morgantown, United StatesSenior Consultant for Thoracic Surgery (m/f/d) Job ID: 1376 Location: Morgantown Type of Employment: Full-time Your new workplace: Academic teaching hospital with approximately 700 beds in the Morgantown area. The main surgical services of the Thoracic Surgery Clinic include unip ...
-
Resident Physician
1 week ago
Horizon Innovations Mona, United StatesOur client in the Dortmund commuter area is currently looking for a Medical Assistant (m/w/d) in the field of Orthopedics and Trauma Surgery. · The clinic is a primary and standard care provider with approximately 250 beds. The Orthopedics and Trauma Surgery department offers a w ...
-
Aurora Technologies Mona, United States"The German Railway is one of the most diverse employers in Germany. Every year, we are looking for over 5,000 apprentices in 50 different professions who want to grow and improve with us. · We are currently seeking you for a 3-year apprenticeship as a specialist for protection a ...
-
West Virginia University Morgantown, United StatesThe Transportation unit at West Virginia University is seeking applications for a PRT Electronics Specialist I. · About the Opportunity · The Personal Rapid Transit (PRT) is a totally automated public transit system consisting of 5 passenger stations, 73 automated vehicles, 2 mai ...
-
beBee Handyman Granville, WV, United States FreelanceI am in need of a Psychologist service with the following characteristics in Granville, WV:What does the patient feel? · Anxiety, anger, sadness · What type of specialist is needed? · I don't know · How old is the patient? · Elderly person · Is this service for you or for someone ...
-
Training for IT system management clerk
1 week ago
Velocity Enterprises Cheat Lake, United StatesTrainee Business Administrator for IT System Management (m/f/d) at Cheat LakeAs a specialist in construction financing, we are looking for aspiring IT geniuses with a passion for banking and modern technology to join our growth course. · Trainee Business Administrator for IT Syst ...
-
Patient Service Specialist
5 days ago
Select Physical Therapy Kingwood, United StatesOverview: · When patients enter our center in Kingwood, we want them to have an exceptional experience starting at the front desk. Thats where you come in. As a patient service specialist, youll manage both the patient side and business side of our center. The front desk is your ...
-
Field Service Specialist
6 days ago
SMS group Inc Bridgeport, United StatesJob Description · Job DescriptionSummary · The Field Service Specialist is responsible for the service and troubleshooting of SMS Technical Services equipment. · Who we are · At SMS group, our people are our greatest asset. We offer an entrepreneurial environment that promotes a ...
-
State of Pennsylvania Waynesburg, United StatesTHE POSITION · Are you looking for an opportunity to take the next step in your career in the field of psychology? The Department of Corrections, State Correctional Institution at Greene is seeking a highly motivated Psychological Services Specialist, Corrections to join our dyna ...
-
Receptionist - Client Service Specialist
1 week ago
CityVet Kingwood, United StatesHappy people. Healthy pets. · At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our o ...
-
Team leader canteen
2 weeks ago
Phoenix Industries Masontown, WV, United States Freelance**Cafeteria Team Leader (m/f/d)**: · Part-time (35 hours) at our location in Bamberg, Masontown, WV · With over 50 individual brands, the Mediengruppe Oberfranken offers a cross-media, customer-oriented range of services for business and private customers. In addition to the dive ...
HFA Service Specialist II - Morgantown, WV, United States - Huntington National Bank
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:
Basic Qualifications:
Preferred Qualifications:
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
