Description

　　The HFA Service Team Lead acts as a resource for sales colleagues in a sales region. They are responsible for providing sales support for the region’s Regional Sales Manager (RSM) and for the Financial Advisors (FA). This includes but not limited to administrative duties, reporting, onboarding, and other assistance as needed within the region.

　　Duties and Responsibilities:

　　Direct support to the region's Service Manager for duties as assigned.

　　Responsible for regional training, additional point of escalation for region, assisting Regional Manager (RM) and others.

　　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.

　　Basic Qualifications:

　　· High School Diploma, GED, or equivalent.

　　· Minimum of 3 years of experience in a sales support role

　　Preferred Qualifications:

　　· FINRA Series 6 or Series 7 licenses, Series 63

　　· State Life and Health Licensing

　　· Investment/Brokerage sales support experience

　　· Ability to build and expand quality internal customer relationships.

　　· Ability to multi-task

　　· MS Suite and Internet proficient

　　· Ability to multi-task

　　· MS Suite and Internet proficient

　　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