Private Banking Director jobs in Ohio

Private Banking Director oversees all aspects of private banking activities that service the needs of high net-worth clients. Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery. Being a Private Banking Director develops strategies and objectives that include deposit and loan volume goals and effective marketing plans. Implements operations, processes, and team development programs that enhance the achievement of private banking objectives. Additionally, Private Banking Director may act as a consultant for high-value or complex credit decisions. Requires a bachelor's degree. Typically reports to senior management. The Private Banking Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Private Banking Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Private Banking Service Specialist II
  • Huntington Private Bank
  • Fairlawn, OH FULL_TIME
  • Description

    Summary:

    The Wealth and Investment Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship. The Service Specialist II is also responsible for maintaining a high level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures.

    Duties & Responsibilities

    • Services customers by providing detailed information and building rapport
    • Assists the Relationship Manager, Client Advisor, and/or Portfolio Manager by processing and maintaining accurate and complete documentation
    • Responsible for identifying, researching, analyzing and resolving complex problems with accounts
    • Maintains an effective rapport with clients and Huntington personnel
    • Performs other duties as assigned


    Basic Qualifications

    High School diploma or equivalent and 2 or more years of one of the following:

    • Customer Service experience in banking or financial services
    • Investment experience,
    • Trust administrations or estate settlement experience


    OR

    Bachelor's Degree and 1 year of one of the following:

    • Customer Service experience in banking or financial services
    • Investment experience,
    • Trust administrations or estate settlement experience


    Preferred Qualifications

    • Bachelor's degree
    • Strong Interpersonal skills
    • Excellent Customer Service, highly motivated, focused and goal oriented
    • Strong organizational skills with attention to detail, planning and follow-up
    • Strong written and verbal communication skills, including professional grammar and demeanor
    • Ability to work in fast paced environment with strict deadlines
    • Can work independently
    • Administrative experience with financial services industry preferred.
    • Microsoft suite proficient
    • Strong knowledge of Huntington applications
    • Required when supporting Wealth Advisor Role: FINRA; Not required for any other support role


    #privatebank

    Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

    No

    Workplace Type

    Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

    Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

    Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
  • Just Posted

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Marketing Director
  • Old Fort Banking Co
  • Tiffin, OH FULL_TIME
  • DescriptionJob Description:Paid vacation available at start 5 PTO Days Paid HolidaysMonday - Friday 8:00 am to 5:00 pm The Old Fort Banking Company is an employee-owned and operated financial institut...
  • 30 Days Ago

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Private Banking Officer
  • bankatfirst
  • Kettering, OH FULL_TIME
  • We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, w...
  • 6 Days Ago

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Assistant Counsel, Investment Product and Private Banking
  • KeyBank
  • Cleveland, OH FULL_TIME
  • Location:127 Public Square - Cleveland, Ohio 44114Assistant Counsel, Investment Product and Private BankingJob Description: The Key Legal team is growing! KeyBank National Association is seeking an at...
  • 9 Days Ago

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Director of Public and Private Events
  • Cleveland Museum of Natural History
  • Cleveland, OH CONTRACTOR
  • JOB ANNOUNCEMENT Director of Public and Private Events, Full-TimeSummaryThe Cleveland Museum of Natural History (CMNH), founded in 1920, is located in the heart of University Circle, five miles east o...
  • 5 Days Ago

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Private Equity Director
  • The Connor Group
  • Dayton, OH FULL_TIME
  • This is an opportunity to join a small elite team of investment professionals investing permanent capital focused on building a high-performing investment organization and portfolio. Key responsibilit...
  • 19 Days Ago

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Financial Planning - Consulting
  • Kaufman Hall
  • Chicago, IL
  • Financial Planning The Organization We help society’s foundational institutions—healthcare and higher education—to achie...
  • 6/2/2024 12:00:00 AM

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Investment Associate - Corporate Private Credit
  • Arena Investors, LP
  • New York, NY
  • Our company is a leading investment firm that creates risk-adjusted returns for its investors across a wide variety of f...
  • 6/2/2024 12:00:00 AM

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Vice President, Analytics and Strategy
  • Ariat International
  • San Leandro, CA
  • About the Role The Vice President, Analytics and Strategy leads and consults on key initiatives and projects for the bra...
  • 6/2/2024 12:00:00 AM

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Director Origination
  • Piper Maddox
  • Origination Professional (Director or VP level Welcome) - Trading // FinTech // Green // ERCOT Piper Maddox is working e...
  • 6/2/2024 12:00:00 AM

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Director, Global Private Wealth
  • Deerpath Capital
  • Chicago, IL
  • Company Description Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt ...
  • 6/2/2024 12:00:00 AM

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Associate Director
  • Optima Partners
  • Los Angeles, CA
  • Optima Partners is looking for an Associate Director within the San Francisco or Los Angeles Office, to have senior over...
  • 6/2/2024 12:00:00 AM

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Strategic Finance Director
  • Amae Health
  • Who We Are: Amae Health is creating the standard of care for people with severe mental illness. We’re on a mission to de...
  • 6/2/2024 12:00:00 AM

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Sr. Analyst, Strategy
  • Building Products Company
  • Greenwich, CT
  • As a Senior Analyst in the strategy group, you will play a pivotal role in shaping the future direction and success of o...
  • 6/2/2024 12:00:00 AM

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$210,453 to $330,744

Private Banking Director in Colorado Springs, CO
Private banking forms a more exclusive (for the especially affluent) subset of wealth management.
January 05, 2020
Private Banking Director in Saint Cloud, MN
At least until recently, it largely consisted of banking services (deposit taking and payments), discretionary asset management, brokerage, limited tax advisory services and some basic concierge-type services, offered by a single designated relationship manager.
January 14, 2020
Private Banking Director in Chillicothe, OH
Your Private Banker will create a team of specialists who will provide expertise in financial planning, family advisory planning, investment management portfolio services and trust and investments.
December 02, 2019