What are the responsibilities and job description for the Client Advisor Sr - Private Bank position at Huntington National Bank?
Description
Summary:
The Client Advisor II as part of Huntington Bank's Private client group is responsible for maintaining, servicing, and expanding relationships for a group of moderately complex Wealth and Investment Management non-fiduciary clients.Duties & Responsibilities:
Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's needs with a strong focus on introductions to Private Banking to develop Primary Bank Relationships.
Responsible for providing legendary customer service in order to retain customer relationships.
Key OCR position: builds strong relationships across all business segments.
Knowledgeable on key compliance and regulatory requirements.
Performs other duties as assigned.
NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required.
Basic Qualifications:
Bachelor's Degree
At least 3 years experience in Private Banking/Wealth Management
Preferred Qualifications:
Securities and life insurance licenses preferred but not required
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
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
Summary:
The Client Advisor II as part of Huntington Bank's Private client group is responsible for maintaining, servicing, and expanding relationships for a group of moderately complex Wealth and Investment Management non-fiduciary clients.Duties & Responsibilities:
Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's needs with a strong focus on introductions to Private Banking to develop Primary Bank Relationships.
Responsible for providing legendary customer service in order to retain customer relationships.
Key OCR position: builds strong relationships across all business segments.
Knowledgeable on key compliance and regulatory requirements.
Performs other duties as assigned.
NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required.
Basic Qualifications:
Bachelor's Degree
At least 3 years experience in Private Banking/Wealth Management
Preferred Qualifications:
Securities and life insurance licenses preferred but not required
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
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
Recommended Skills
- Customer Relationship Management
- Customer Service
- Mortgage Loans
- Regulatory Compliance
- Regulatory Requirements
- Securities (Finance)
Salary : $75,000 - $300,000
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