Private Banking Client Services Specialist II
Huntington Bancshares, Inc.
Huntington Bancshares, Inc. is seeking a Private Bank Service Specialist II in Atlanta, Georgia. This role involves managing client interactions and account servicing while partnering with Wealth Advisors. The ideal candidate will have a High School Diploma, 2 years of banking or wealth management experience, and proficiency in Microsoft applications. Strong interpersonal and communication skills are essential for providing exceptional service to high-net-worth clients. The position offers an office workplace type and does not qualify for overtime pay. #J-18808-Ljbffr
- Make banking a Fifth Third better® We connect great... ...Function Managing Director II, Private Bank oversees all... ...bank activities that service the needs of high net-... ...ultra-high-net worth clients. Ensures that client relationships... ...associates and specialists; leads team to achieve...Private clientWork at office
- ...Huntington Bank is seeking a Private Bank Service Specialist II in Atlanta, GA. This role involves managing daily client interactions, ensuring accurate documentation, and providing exceptional service to high-net worth clients. The ideal candidate will have at least 2...SuggestedFull timeWork at office
- Huntington National Bank seeks a Private Bank Service Specialist II to manage day-to-day client interactions and maintain banking relationships for both personal and business accounts. The role requires 2 years of customer service experience in banking, proficiency in Microsoft...Private client
- Our client is on a mission to empower customers and communities with... ...environment. In their Private Wealth Management division, significant... ...planning, investments, banking, and more. The position... ...relationships. The team is backed by specialists offering in-depth knowledge...Private client
$18.17 - $27.31 per hour
...The Customer Care Specialist II (CCSII) is the primary point of contact for Private Store internal partners, Private Store clients and Private Store product users. Success in this position... ...knowledgeable and results-oriented service. The Customer Care Specialist II (CCSII...Private clientHourly payWork at officeFlexible hours- ...important revenue generating client relationships within the defined... ...range of wealth products and services including financial planning,... ...credit, and general banking services to that are relevant... ...various product and service specialists (IRM partners) who are designated...Work at officeLocal areaNight shift
- ...is responsible for new client acquisition, deepening client... ...development goals. The Private Client Advisor leads the... ...full array of Private Bank and Bank of America capabilities and services. Retention of clients is... ...the need for team specialists; collaborate closely with...Private clientShift workDay shift
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...teammates' success and the goals of the bank, while fostering a culture of diversity...Private client
- ...Citi Private Bank - Uhnw Private Banker - Director / Md Private Bankers... ...at Citi develop and deepen client relationships in order to... ...(solutions and services) in an intensely competitive... ...Orchestrate appropriate specialist resources to develop tailored...Private client
$18.98 - $23.73 per hour
Center Parc Credit Union is seeking a Member Service Representative II to provide exceptional service and assist members with their financial needs. The ideal candidate will possess at least 2 years of banking experience, demonstrate strong transaction processing skills...Hourly payFull time- Fifth Third Bank is seeking a Managing Director II for its Private Bank in Atlanta, Georgia. This role focuses on overseeing private banking activities, deepening client relationships, and leading a high-performing team. The ideal candidate will have a BS/BA, with a preference...Private client
- Job Category: Commercial & Business Banking Location: This position can be located in... ...Atlanta, GA JOB SUMMARY The Commercial Client Specialist is responsible for leading the onboarding... ...support across lending, deposits, servicing, reporting, and banker enablement Ensure...Work at office
- ...members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts... ...and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and...Full time
- ...meaningful career with First Citizens Bank, where we help individuals,... ...designed to support clients at every stage of life. Join... ...impact. The Wealth Client Specialist (WCS) role supports Fiduciary... ...position has responsibility for all service-related activities such as...Work at office
- ...Category : Commercial Lending & Services Requisition Number : PRIVA005... ..., GA 30305, USA Ameris Bank is a purpose-driven company, dedicated... ...and HNW (High Net Worth) clients. Serve as the primary relationship... ..., trust, deposit and Private Banking needs. Utilize goal based...Private clientFull timeWork experience placementFlexible hours
- ...Head Of Commercial Banking Strategy Location: On site at location... ..., and a differentiated client experience by translating strategy... ...Business Banking, Community, Private Client, and Specialty.... ...origination, underwriting, onboarding, service, pricing, and portfolio...Private client
- Truist in Atlanta, Georgia is hiring for a client service role where you will provide timely client transactions while maintaining records. Responsibilities include client experience enhancement, digital solutions education, and sales support through client outreach. Required...
- ...Job Title Private Banking Business Development Specialist Job Description In this role, you'll make an impact... ...by leveraging market insights and client feedback to expand BNY's private... ...functional stakeholders to ensure services align with client needs and BNY's...Private clientFull timeFlexible hoursShift work
- ...Credit Analyst Job Category: Banking Location: On site at location... ...provides mentoring and guidance to Client Specialists and other Credit Analysts as it relates... ...a focus on Medical Practices, service companies and commercial private client ventures. Work...Private clientWork experience placement
- Bank of America is seeking a Private Client Advisor in Atlanta, Georgia, to enhance client relationships, acquire new clients, and manage comprehensive... ...the expertise in private banking or complex financial services. Successful candidates will lead client management processes...Private client
- ...Private Bank Service Specialist II The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship....Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...sound portfolio management and superior client service. ESSENTIAL FUNCTIONS Reasonable... ...analyses within the parameters of the Bank's policies and procedures Completes industry... .... They must also have a reliable private internet connection that is not supplied...Full timeLocal areaRemote workHome office
- A regional financial institution in Atlanta is seeking a Private Banker. This role involves managing a portfolio of Private and Commercial Banking clients, focusing on generating new business and maintaining existing relationships. Candidates must have strong interpersonal...Private clientFull timeWork at office
- ...Goldman Sachs helps empower clients and customers around the world... ...planning, investment management, banking and comprehensive advice to a... ..., data and design. Private Wealth Management (PWM) Goldman... ...inclusive of the full product and service offerings of Goldman Sachs...Private clientApprenticeship
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...teammates' success and the goals of the bank, while fostering a culture of diversity... ...Financial Advisor role or equivalent financial services experience Demonstrated success in...Private client
- ...Responsibilities: Assess and determine client’s investment goals, presents proposals,... ...client’s investment, trust, deposit and Private Banking needs. Utilize goal based planning to... ...and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k)...Private clientWork experience placementFlexible hours
- ...an enthusiasm for helping our clients, taking care of our employees,... ...delivering extraordinary customer service while maintaining a strong... ...their financial needs. As a Private Client Advisor in Chase Wealth... ...success and the goals of the bank, while fostering a culture of...Private client
- ...$100 million to $2 billion. Clients include U.S. and globally-headquartered... ...Bankers, GPS Product Specialists, and other enterprise teams... ...focused cost/benefit analysis and bank‑focused profitability... ...Treasury Analysts and works with Servicing and Implementation teams to support...
$41.2k - $76.8k
...Senior Client Service Specialist Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...Private clientMinimum wageWork at officeLocal areaFlexible hoursNight shift- Asset & Wealth Management, Private Wealth Management, Business Development... ...Goldman Sachs helps empower clients and customers around the... ..., investment management, banking and comprehensive advice to a... ...inclusive of the full product and service offerings of Goldman Sachs...Private clientFull timeApprenticeshipWork at office
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