Private Bank Analyst

Huntington; Toledo (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Huntington's Private Bank is seeking an entry‑level Private Bank Analyst to learn portfolio management for client household relationships and high‑quality service delivery.

You will be trained in investments and the Portfolio Manager role, gain broad knowledge of sales and service, and collaborate with specialists to provide fully integrated Private Bank solutions. Office-based with hybrid work opportunities are available.

Qualifications

• Bachelor's degree in a related field or equivalent experience in banking/finance is required.
• Demonstrated success working with high‑net‑worth banking customers and strong relationship building.
• Professional demeanor and ability to collaborate in a team environment.

Responsibilities

• Works closely with the Portfolio Manager on client relationships.
• Will be trained in investments and the Portfolio Manager role.
• Develop client service skills and support integrated Private Bank services.
• Learn compliance requirements and use CRM software tools.

Skills

Strong communication skills

Professional demeanor

Team collaboration

Education

Bachelor's Degree

Tools

Microsoft

Morningstar

FactSet

Invest Edge

CRM software

Job description

## Private Bank AnalystApplyremote type: Officelocations: Toledo, OHtime type: Full timeposted on: Posted Todayjob requisition id: R0074925# **Description****Summary:**The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high-quality services.**Duties and Responsibilities:*** Works closely with the Portfolio Manager on client relationships* Will be trained in investments and the Portfolio Manager role and will gain broad knowledge of sales and service capabilities* Will develop excellent and client service skills* Will work collaboratively with all practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services* Will learn compliance requirements* Will become proficient in Microsoft, Morningstar, Fact Set, Invest Edge and CRM software products* Perform other duties as assigned.**Basic Qualifications:*** Bachelor's Degree* 1 year (or more) experience in banking/finance**Preferred Qualifications:*** Demonstrated success working with high net worth banking customers* Proven ability to build strong relationships with customers* Financial advisory/sales experience in banking, investment, or insurance products and services* Professional demeanor* Strong communication skills* Ability to work collaboratively in a team environment**Exempt Status: (Yes** = not eligible for overtime pay) (**No** = eligible for overtime pay)No**Workplace Type:**OfficeOur Approach to **Office** Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.Huntington is an Equal Opportunity Employer.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.**Note to Agency Recruiters:** Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.### About Us*Welcome to Huntington!*At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better.And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact.Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking.Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout*We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to* *[e-mail]*