HFA Client Relationship Specialist II
Company: The Huntington National Bank
Location: East Lansing
Posted on: June 17, 2022
Job Description:
DescriptionAs a Central Sales Support Specialist you will be a
key member of the HFA team to deliver a great advisor and client
experience.Responsibilities include:
- Providing day to day sales support to financial advisors
including responding to client inquiries, processing account
transactions, and assisting with account opening.
- Provide excellent service by building rapport with clients and
internal/external partners.
- This position will require you to develop an expertise on
process and procedures to assist with identifying, researching, and
resolving client account and operational issues.
- Must maintain a current knowledge of products, services,
systems and related technology.This position can sit anywhere in
the state of Michigan, but will need to be physically located in a
Huntington Branch, or HFA office.Basic Qualifications:
- Bachelor's Degree or at least 5 years of experience within
Investments/Financial Services
- At least 9 months of customer service experience within
Investments/Financial Services
- Series 6, Series 63, and Life and Health licensePreferred
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) preferred
- 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; adaptive to changeWorkplace Type:HybridEEO/AA
Employer/Minority/Female/Disability/Veteran/Sexual
Orientation/Gender IdentityTobacco-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
Keywords: The Huntington National Bank, East Lansing , HFA Client Relationship Specialist II, Other , East Lansing, Michigan
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