Private Bank Service Leader
Description
Summary:
The Private Bank Service Leader will oversee a centralized team of service professionals supporting the Private Bank segment division. This role is responsible for executing service strategies, enhancing client onboarding, managing operational performance, and fostering cross-functional collaboration to support business growth and service excellence.
Duties and Responsibilities:
- Execute segment-aligned service strategies to deliver a consistent and exceptional client experience.
- Lead and manage a centralized service team, ensuring high performance and professional development.
- Strengthen the client onboarding process to improve efficiency and satisfaction.
- Drive continuous process improvements through Colleague Advisor Group and FOCUS support initiatives.
- Manage the escalation process to ensure timely and effective resolution of service issues.
- Build and maintain strong partnerships with Trust and Investment Management Services, Banking Operations, and other internal stakeholders.
- Monitor and manage operational execution metrics across banking and investment services.
- Coordinate quarterly meetings with Service Managers and Regional Managers, including agenda development.
- Design and implement training and development programs for the service team.
- Collaborate with Wealth partners on business and corporate initiatives.
- Performs other duties as assigned.
Basic Qualifications:
- Bachelor’s degree in Business, Finance, or related field
- Minimum 7 years of experience in financial services, with at least 3 years in a leadership role
Preferred Qualifications:
- Master's Degree
- Strong understanding of banking and investment service operations
- Proven ability to lead teams and manage cross-functional initiatives
- Excellent communication, problem-solving, and stakeholder engagement skills
- Experience with process improvement methodologies (e.g., Lean, Six Sigma) is a plus
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Workplace 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 is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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