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Private Banker in Cleveland at Huntington

Date Posted: 1/28/2018

Job Snapshot

Job Description

Private Client Group - Private Banking Relationship Manager Senior. Assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.

This position is responsible for:


• Building and managing profitable banking relationships with high net worth customers
• Developing and implementing comprehensive financial plan
• Conducting periodic interviews and working to further penetrate the customer's use of Bank services
• Achieving targeted growth in individual and team portfolio revenue
• Partnering with product specialists in Trust, Mortgage, Investments and Insurance to obtain cross-sell opportunities
• Working with relationships of moderate to high complexity

Basic Qualifications:


• Bachelor's degree in related field
• Five or more years of financial advisory/sales experience in banking, investment, or insurance products and services

Preferred Qualifications:


• Demonstrated success working with high net worth banking customers
• Proven ability to build strong relationships with customers
• Financial advisory/sales experience in banking, investment, or insurance products and services
• Knowledge of Private Financial Group products is beneficial.
• Must have excellent written and verbal communication skills, including professional grammar and demeanor
• PC and internet proficiency
• Ability to multi-task



EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.

Huntington does not accept solicitation from Third Party Recruiters for any position.
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