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Client Advisor III - Job In Huntington Bank At Pittsburgh, PA
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Client Advisor III - Private Bank

  • Full-Time
  • Pittsburgh, PA
  • Huntington Bank
  • Posted 3 years ago – Accepting applications
Job Description
Description

Note: This position will require the selected professional to sit in the Pittsburgh, PA market.

The Client Advisor III as part of Huntington Bank's Private client group is responsible for maintaining, servicing, and expanding relationships for a group of moderately complex Wealth and Investment Management non-fiduciary clients. The selected professional is responsible for (but not limited to):

  • 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

  • At least 5 years experience in Private Banking/Wealth Management

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

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