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Description

Duties & Responsibilities:

Team Leadership & Supervision

• Lead, mentor, and develop Service Specialists to maintain high performance and compliance standards.

• Oversee workload distribution, monitor team capacity, and ensure timely execution of client requests.

• Conduct performance evaluations and implement training programs for continuous improvement.

Client Service & Relationship Management

• May have a book of accounts/clients with high touch, complex servicing needs.

• Serve as an escalation point for complex client issues, ensuring prompt resolution and client satisfaction.

• Maintain strong relationships with National Settlement clients, other external third parties, and internal stakeholders.

• Support onboarding of new clients and oversee transitions of National Settlement accounts and assets.

Operational Oversight

• Supervise end-to-end client servicing processes including account setup, transfers, cash movements, and reporting.

• Ensure accuracy and integrity of data across various systems, including trust accounting, portfolio management, and any specialized software.

• Handle specialty software, data feed requests, and industry vendors/partners tasks

• Implement and maintain standard operating procedures to enhance efficiency and promote a high level of client service.

Report to their manager and National Settlements on a regular schedule regarding the performance of the team and customer issues.

• Connect with the National Settlements team on process improvement or compliance initiatives

Compliance & Risk Management

• Ensures critical steps are completed, procedures followed, and processes built that align with internal risk and compliance requirements.

• Aid with regulatory changes and update processes accordingly.

• Act as liaison with legal, compliance, and risk teams for audits and reviews.

Strategic Initiatives

• Collaborate with leadership on operational improvements and technology enhancements.

• Participate in industry trend analysis to maintain competitive service standards.

• Drive projects aimed at improving client experience and operational scalability.

Basic Qualifications:

Education: Bachelor’s degree in Finance, Business, or related field (Master’s preferred).

Experience:

• 7+ years in institutional wealth management, trust services, settlement administration or investment operations.

• 3+ years in a supervisory or managerial role.

Preferred Qualifications:

Strong leadership and coaching abilities.

• Excellent written and verbal communication skills

• Expert problem-solving and analytical skills.

• Proficiency in trust accounting systems, CRM platforms, and Microsoft Suite.

• Deep understanding of risk management.

Core Competencies

• Client-centric mindset with exceptional interpersonal skills.

• Ability to manage complex projects and regulatory requirements.

• High ethical standards and commitment to fiduciary type responsibility.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our 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.