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Remote Private Client Banker Jobs in Michigan (NOW HIRING)

... bank serves as Agent. The manager is accountable for operational performance, risk management ... Leads resolution of complex operational, accounting, servicing, client, investor, and compliance ...

... client growth initiatives EMPLOYEE BENEFITS All full-time employees receive: * Remote work ... Equity program in our privately-held company * Unlimited vacation and personal leave * Summer ...

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Remote Private Client Banker information

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.

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.

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 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 most commonly searched types of Private Client Banker jobs in Michigan? The most popular types of Private Client Banker jobs in Michigan are:
What are popular job titles related to Remote Private Client Banker jobs in Michigan? For Remote Private Client Banker jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Remote Private Client Banker jobs in Michigan look for? The top searched job categories for Remote 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:

Syndicated Loan Servicing Manager

Huntington

Detroit, MI • On-site, Remote

Full-time

Re-posted 3 days ago


Job description

Description

Summary:

This position provides strategic leadership and operational oversight for the Agency Services function within Commercial Loan Services. This role manages leaders and professional staff responsible for servicing syndicated and participated loan portfolios where the bank serves as Agent. The manager is accountable for operational performance, risk management, regulatory compliance, service quality, audit readiness, and execution of key business initiatives. This position partners closely with Syndications, Credit, Treasury Management, Technology, Risk, Accounting, and Line of Business teams to support portfolio growth, process efficiency, and strong client and investor service.

Duties and Responsibilities:

  • Establishes strategic plans and operational objectives that support corporate goals, business growth, regulatory requirements, and operational excellence.

  • Provides leadership and direction to managers, supervisors, and colleagues responsible for syndicated and participated loan servicing activities.

  • Oversees end-to-end servicing of agented loan portfolios, including loan boarding, funding coordination, payment processing, principal and interest distributions, fee processing, rate resets, rollovers, advances, paydowns, and loan maintenance.

  • Ensures timely and accurate communication with participant banks, borrowers, investors, internal business partners, and external stakeholders.

  • Leads resolution of complex operational, accounting, servicing, client, investor, and compliance-related issues.

  • Maintains ownership of operational controls, audit readiness, SOX controls, regulatory examinations, internal testing, and remediation activities.

  • Directs implementation of policies, procedures, technology enhancements, automation, and process improvements to increase efficiency, scalability, and control effectiveness.

  • Partners with Syndications, Loan Closing, Treasury, Finance, Technology, and Risk Management to support loan closings, product implementations, acquisitions, conversions, and strategic initiatives.

  • Monitors productivity, service-level agreements, quality metrics, risk indicators, budgets, and performance trends; provides reporting and recommendations to senior leadership.

  • Leads resource planning, staffing, talent development, succession planning, performance management, and colleague engagement initiatives.

  • Develops and maintains a culture of accountability, continuous improvement, operational excellence, and exceptional client service.

  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree

  • 5+ years of banking, commercial loan servicing, syndicated loan servicing, operations, or related financial services experience.

  • 3+ years of leadership experience managing supervisors, managers, or operational teams.

  • Experience with syndicated and participated commercial loan products.

  • Experience with operational risk management, audit support, compliance reviews, and control environments.

Preferred Qualifications

  • Advanced knowledge of syndicated loan servicing and agent bank responsibilities.

  • Experience with ACBS, AFSVision, ClearPar, SyndTrak, HAWC, CLOS, or related commercial lending platforms.

  • Knowledge of commercial credit agreements, loan documentation, interest calculations, fee structures, and investor servicing requirements.

  • Proven success leading large-scale operational improvements, technology implementations, conversions, or transformation initiatives.

  • Demonstrated ability to build cross-functional partnerships and influence senior leaders.

  • Experience leading high-performing teams in a fast-paced, highly regulated banking environment.

  • Strong analytical, organizational, communication, and problem-solving skills.


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

Yes

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 is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.