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Private Banking Advisor IV
2 months ago
Role Summary:
The Senior Client Relationship Manager plays a pivotal role within Huntington Bancshares Inc.'s Private Client Division, tasked with nurturing, servicing, and enhancing connections with a portfolio of moderately complex Wealth and Investment Management clients who do not require fiduciary oversight.
Key Responsibilities:
- Establishes and cultivates relationships with both current and prospective clients, while coordinating the engagement of various specialists to meet client needs, with a strong emphasis on facilitating introductions to Private Banking for the development of Primary Banking Relationships.
- Delivers exceptional customer service to ensure the retention of client relationships.
- Serves as a crucial OCR position, fostering robust relationships across all business sectors.
- Possesses comprehensive knowledge of essential compliance and regulatory standards.
- Undertakes additional responsibilities as assigned.
- Note: This role is classified as a Mortgage Loan Originator under the SAFE Act and a Loan Originator under the Truth in Lending Act, necessitating registration and further qualifications.
- Bachelor's Degree
- A minimum of 7 years of experience in Private Banking or Wealth Management
- Possession of Series 7, 66, and Life/Health Licenses
Yes
Work Environment:
Huntington Bancshares Inc. is an equal opportunity and affirmative action employer, dedicated to providing equal employment opportunities for all individuals, irrespective 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.
Huntington maintains a Tobacco-Free Hiring Practice.
Agency Statement: Huntington does not accept unsolicited inquiries from Third Party Recruiters for any position.
