3 jobs found in Westlake, OH

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

A company built to serve you. It's your career, Shelter it! We are seeking an exceptional entrepreneur to make a difference in Westlake, OH and become our newest Shelter Insurance Agent. • Do you have a desire to meet new people, develop new contacts, and become known in your community? • Are you passionate about serving your community? • Do you want to grow your sales, business, and networking skills to new heights? • Would you like to do what you love and love what you do? • Do you have a desire to control your own income? • Have you wanted to start you own business but extreme start-up costs stopped you in your tracks? If you answered “yes” to these questions, then you owe it to yourself to learn more about becoming a Shelter Insurance® Agent. At Shelter, we do not require a previous background in the insurance industry. While the experience is a plus, it is far from a necessity. Around half of our new Shelter Agents have never worked in insurance; our agents have...

Position Title Part Time Client Consultant I Location Westlake, OH 44145-1947 Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. Hourly Range: $17.00 - $21.25 - $25.50 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to...