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Client Advisor
Huntington Bancshares
Columbus, OH, United States
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Description
Responsible for maintaining, servicing, and expanding relationships for a group of moderately complex Wealth and Investment Management non-fiduciary clients. 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. 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
• 5 or more years experience in Private Banking/Wealth Management