Description

Summary:

The Private Banking Relationship Manager III is part of the Huntington Private Bank Client Group team which assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.

Duties & Responsibilities:

• 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
• Performs other duties as assigned

Basic Qualifications:

• Bachelor's degree
• At least 4 years of financial advisory/sales experience in banking, investment, or insurance products and services, preferably in private banking relationship development
  

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

#PrivateBank

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

Workplace Type:

Compensation Range:

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

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