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Remote Private Client Banker Jobs in Michigan (NOW HIRING)

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Remote Private Client Banker information

What is a remote private client banker?

A Remote Private Client Banker is a financial professional who provides personalized banking and financial services to high-net-worth individuals or clients, primarily through digital channels such as phone, video calls, and online platforms. Their responsibilities include managing client relationships, advising on investment and wealth management solutions, assisting with complex banking transactions, and ensuring clients' financial needs are met remotely. This role requires strong communication and analytical skills, as well as a deep knowledge of banking products and regulations.

What are the key skills and qualifications needed to thrive as a remote private client banker?

To thrive as a Remote Private Client Banker, you need a solid understanding of financial products, wealth management, and regulatory compliance, often supported by a bachelor's degree in finance or related fields and relevant licenses such as FINRA Series 7 or 66. Familiarity with digital banking platforms, CRM systems, and secure communication tools is essential for serving clients remotely. Exceptional interpersonal skills, active listening, and problem-solving abilities distinguish top performers in this role. These skills are vital to building trust, delivering tailored financial solutions, and ensuring client satisfaction in a virtual environment.

How does a remote private client banker maintain strong client relationships without in-person meetings?

Remote Private Client Bankers rely on proactive communication through phone, email, and secure video conferencing to build and maintain client trust. They often schedule regular check-ins to review clients’ financial goals, provide updates on portfolio performance, and address any concerns promptly. Leveraging digital tools and personalized service, they ensure clients feel supported and valued, even without face-to-face interaction. Collaboration with in-house specialists, such as financial advisors and loan officers, is also key to delivering comprehensive solutions remotely.

What is the difference between Remote Private Client Banker vs Remote Personal Banker?

AspectRemote Private Client BankerRemote Personal Banker
CredentialsFINRA Series 7/66, CFP (optional)FINRA Series 6/7, possibly Series 63/66
Work EnvironmentHigh-net-worth client interactions, personalized financial servicesGeneral banking services, retail customer support
Employer & IndustryPrivate banks, wealth management firmsRetail banks, commercial banking
Search & Comparison IntentHigh-net-worth client services, wealth management rolesBasic banking, retail customer service roles

The Remote Private Client Banker focuses on serving high-net-worth clients with specialized financial solutions, requiring relevant certifications like Series 7/66. In contrast, the Remote Personal Banker handles everyday banking needs for general customers, often with Series 6/7. Both roles are remote but differ in client type, credentials, and industry focus.

What are the most commonly searched types of Private Client Banker jobs in Michigan?

The most popular types of Private Client Banker jobs in Michigan are:

What cities in Michigan are hiring for Remote Private Client Banker jobs?

Cities in Michigan with the most Remote Private Client Banker job openings:

Private Bank Service Specialist III

Huntington

Detroit, MI • On-site, Remote

Full-time

Medical, Life, Retirement, PTO

Posted 14 days ago


Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

66th of 174 rated banks


Job description

Description

Summary:
The Private Bank Service Specialist III, as part of Huntington Private Bank, 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.  Partners with one or more Private Bank Premier Wealth Advisors to support the sales process and deliver exceptional service to our clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management).

Duties and Responsibilities:

  • Responsible for the day-to-day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to personal and business deposit accounts, wealth & investment management accounts and services, consumer lending and mortgages.
  • Assists with or leads special projects, as requested by manager and partners.  Assists in training new and existing service specialists.  
  • Acts as a key resource and mentor for other Service Specialists across the footprint.  
  • Helps resolve complex support issues.
  • Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements.
  •  Participate in identifying issues of concern and keeping department management informed as needed.  
  • Provides administrative support for one or more advisors and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship. Maintains an effective rapport with clients and Huntington personnel.
  • Services customers by providing detailed information on specific accounts and disbursing funds as appropriate.
  • Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
  • Makes routine decisions in the absence of an officer.
  • Advises and counsels clients on bank products and services.
  • Assists the Advisor(s) by processing and maintaining accurate and complete documentation. May attend meetings and presentations independently or with an officer.
  • Compiles information from a variety of sources to prepare various reports.
  • Communicates information by composing memos and correspondence to clients, officers, attorneys, agencies and others. Maintains up to date knowledge and may train others on products, services,
  • Performs other duties as assigned.

Basic Qualifications:

  • High School Diploma, GED or equivalent education                                       
  • 2 years customer service experience in banking or Wealth & Investment Financial Services experience
  • Notary public

Preferred Qualifications: 

  • Bachelor's degree
  • NMLS license will be required within the first 120 days
  • 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.
  • Is able to work independently.
  • Administrative experience with financial services industry preferred.
  • Strong knowledge of Huntington applications

This position can sit anywhere in the Huntington footprint but will be required to be in office.


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

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain 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.

Compensation Range:


The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). 


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.



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