- Huntington National Bank (Columbus, OH)
- Description Summary: The Private Bank Service Leader will oversee a centralized team of service professionals supporting the Private Bank segment ... efficiency and satisfaction. + Drive continuous process improvements through Colleague Advisor Group and FOCUS support initiatives. + Manage the escalation process… more
- Huntington National Bank (Fairlawn, OH)
- Description Summary: The Trust Advisor III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total ... Duties and Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts,… more
- KeyBank (Toledo, OH)
- **Location:** 300 Madison Avenue - Toledo, Ohio 43604 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by… more
- KeyBank (Akron, OH)
- **Location:** 219 South Main Street - Akron, Ohio 44308 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through ... is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by… more
- KeyBank (Brooklyn, OH)
- … wealth management products and services (eg - trust, private banking, securities/investment management) as well trust/fiduciary related compliance, operations, ... through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities.… more
- US Bank (Cincinnati, OH)
- At US Bank , we're on a journey to do our...resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is… more
- Huntington National Bank (Columbus, OH)
- …primary colleague responsible for all risk activity in support of Trust/Fiduciary Activities, The Private Bank and the Preferred Bank . This leader works with ... resilience. Duties and Responsibilities: + Serve as a core advisor to the Wealth Management Business, providing...Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement… more
- KeyBank (Brooklyn, OH)
- …role of the Trust Team Manager is to act as a player coach to the Private Bank specialty trust team to develop a holistic understanding of each client's needs, ... deep expertise in fiduciary, investment, tax, and other related wealth issues + Designs and delivers sophisticated fiduciary solutions,...to develop new business referrals and to enhance Key Private Bank 's image. **Human Capital Leadership** +… more