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Private Banking Relationship Manager
Huntington Bancshares
Indianapolis, IN, United States
Job Details - this job has expired, please see similar jobs below
Description
Assesses and profiles the high net worth customer's total financial needs and introduces product specialists (mortgage, investments, insurance, trust) to obtain cross-sell opportunities. Builds relationship with customer and becomes key point of contact. Coordinates and manages the development and implementation of a comprehensive financial plan. Manages the ongoing relationship with the Private Banking customer, conducts periodic interviews and works to further penetrate the customer's use of Private Banking services to achieve targeted growth in individual and team portfolio revenue. Coordinates all servicing needs of the client. Key OCR position: builds strong relationships across all business segments.
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 in related field
• One 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