Private Banker jobs in Toledo, OH

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

H
Banker
  • Huntington National Bank
  • Perrysburg, OH FULL_TIME
  • Description

    Summary :

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.

    Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.

    As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services.

    Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.

    Duties & Responsibilities :

    • Providing excellent customer service and effectively resolving customer issues.
    • Being proficient in understanding and educating customers on consumer deposit products.
    • Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
    • Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
    • Adhering to all operational, security, risk and regulatory policies and procedures.
    • Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
    • Other duties as assigned.

    Basic Qualifications :

    High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.

    Preferred Qualifications :

    • 1 year or more in customer service in banking, financial services or goal driven retail sales.
    • Cash handling skills.
    • Comfort with technology such as mobile services and online banking services.

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

    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.

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

    Last updated : 2024-04-23

  • Just Posted

S
High Value Residential Insurance Inspector
  • Signature Companies - Private Client
  • Toledo, OH CONTRACTOR
  • Signature Companies is looking to add an Inspector for the following counties: Lucas and Greater Northwest Ohio. Are you looking for a new career that allows you to work independently, is flexible, an...
  • 17 Days Ago

P
Private Investigator
  • PhotoFax
  • Toledo, OH FULL_TIME
  • Private Investigator - Company Vehicle Provided! PhotoFax, Inc., a nationwide private detective agency, is currently hiring surveillance investigators to join our team in the Toledo, OH region. If you...
  • Just Posted

P
Personal Banker
  • PNC Financial Services Group
  • Tiffin, OH FULL_TIME
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work t...
  • 17 Days Ago

F
Personal banker
  • Fifth Third Bank
  • Perrysburg, OH FULL_TIME
  • Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION : Selected can...
  • Just Posted

P
Personal Banker
  • PNC Bank
  • Wauseon, OH FULL_TIME
  • This job offer is not available in your country. PNC External To apply for this position please CLICK HERE Job Profile Position Overview At PNC, our people are our greatest differentiator and competit...
  • Just Posted

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Private Banker jobs found in Toledo, OH area

W
Freight Broker - Outside Sales
  • Work Together Group Inc
  • Toledo, OH
  • Job Description Job Description Freight Broker Job Summary Our company is looking for a Freight Broker to manage shipmen...
  • 4/25/2024 12:00:00 AM

G
Dental Hygienist - choose your shift
  • GoTu
  • Toledo, OH
  • Pay Range: $40-$70/Hour By using the GoTu app, you can find local temporary and permanent opportunities and get peace of...
  • 4/25/2024 12:00:00 AM

M
Part Time Cashier
  • Michaels Stores
  • Toledo, OH
  • Part Time Cashier page is loaded **Part Time Cashier** **Part Time Cashier** locationsHolland-1414 Spring Meadows Dr tim...
  • 4/24/2024 12:00:00 AM

T
Wealth Management Administrative Assistant
  • The Croghan Colonial Bank
  • Fremont, OH
  • Wealth Management Administrative Assistant, Full-time - (Fremont, OH) Summary: This position assists department staff by...
  • 4/24/2024 12:00:00 AM

S
Card Services Specialist
  • Sun Federal Credit Union
  • Maumee, OH
  • Job Description Job Description:\n\n The Card Services Specialist is responsible for supporting our Consumer, Business, ...
  • 4/23/2024 12:00:00 AM

P
Part Time Teller
  • PNC Financial Services Group, Inc.
  • Bowling Green, OH
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 4/22/2024 12:00:00 AM

D
Loan Portfolio Analyst
  • Directions Credit Union
  • Toledo, OH
  • Essential Duties and Responsibilities: The following statements are intended to describe the general nature and level of...
  • 4/21/2024 12:00:00 AM

B
Asset Protection Coordinator
  • Bass Pro Shops
  • Dundee, MI
  • POSITION SUMMARY: The Asset Protection Coordinator position at Bass Pro Shops will maintain and monitor all asset protec...
  • 4/21/2024 12:00:00 AM

Toledo (/təˈliːdoʊ/) is a city in and the county seat of Lucas County, Ohio, United States. Toledo is in northwest Ohio, at the western end of Lake Erie bordering the state of Michigan. The city was founded in 1833 on the west bank of the Maumee River, and originally incorporated as part of Monroe County, Michigan Territory. It was re-founded in 1837, after conclusion of the Toledo War, when it was incorporated in Ohio. After the 1845 completion of the Miami and Erie Canal, Toledo grew quickly; it also benefited from its position on the railway line between New York City and Chicago. The first...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$70,595 to $103,781
Toledo, Ohio area prices
were up 1.3% from a year ago

Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020