Private Banking Relationship Mgr - Sr at Huntington National Bank in Chicago, IL
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 HWA services to achieve targeted growth in individual and team portfolio revenue. Works to maintain strong relationships with centers of influence including attorneys, accountants, insurance agents, and financial planners. May be appointed to serve on internal trust committees as assigned by management. 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 and 5
years of banking experience Preferred
Qualifications:
Private Banking experience and credit underwriting experience with high-net worth customers. The CFP is a plus.
Salary Range:
$80K -- $100K
Minimum Qualification
Banking, Loans & InsuranceEstimated Salary: $20 to $28 per hour based on qualifications.
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 and 5
years of banking experience Preferred
Qualifications:
Private Banking experience and credit underwriting experience with high-net worth customers. The CFP is a plus.
Salary Range:
$80K -- $100K
Minimum Qualification
Banking, Loans & InsuranceEstimated Salary: $20 to $28 per hour based on qualifications.
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