Huntington National Bank Wealth Client Advisor in Cleveland, Ohio
Huntington Bank is looking for a Wealth Client Advisor to join our growing team!
As a Client Advisor you are responsible for maintaining, servicing, and expanding relationships for a book of Wealth and Investment Management non-fiduciary clients in the Cleveland market.
Builds and expands relationship with existing 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.
Substantive knowledge in private banking, personal trust, investments and retirement planning services to be currently in place or to be evolved with time in this role.
This position is a sales as well as a service role, and it is anticipated that the appropriate individual will help to lead team sales efforts by fostering relationships with internal and external COIs, by maintaining strong visibility in the community, and by helping to maintain team synergies and cohesiveness.
On the sales side, the existence and focus on sales skills, substantive knowledge, and the use of appropriate tools such as client relationship reviews are critical to success. Interest in helping clients through the OCR process is also crucial.
5 or more years experience in Private Banking/Wealth Management
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.