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Remote Private Client Banker Jobs in Michigan (NOW HIRING)

... 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 ...

Cloud Architect - Remote

Lansing, MI · On-site +1

$66 - $84/hr

This cloud architect will assist with cloud environments such as the public, private, and hybrid ... Oversee cloud infrastructure design and develop detailed architecture models for the client to host ...

Remote flexibility without sacrificing collaboration or career growth * Longevity matters here: Our ... Deep client relationships: Work with the same clients year after year, not transactional ...

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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:

Business Lending Specialist Sr. - Grand Rapids, MI area

Huntington

Battle Creek, MI • On-site, Remote

Full-time

Posted 11 days ago


Key responsibilities

  • Evaluate and process business loan applications, including analyzing financial statements and credit reports.

  • Develop and maintain strong relationships with business clients, providing exceptional customer service and support.

  • Drive business development activity across a specific geography working with external referral sources as well as internal retail partners.


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

Covers the follow branches. Your office can be located at any of these locations.

Grand Rapids East District:

Caledonia, Grand Rapids - Eastcastle, Grand Rapids - Plainfield Ave, Grand Rapids - Waters Circle, Greenville - West Washington, Kentwood

Lansing District:

Okemos, West Saginaw Highway, Battle Creek - Riverside

Summary:

Business Lending Specialist Sr. The ideal candidate will have a strong background in financial services, with a focus on business lending. This role involves evaluating loan applications, managing client relationships, and ensuring compliance with lending policies and regulations

Duties and Responsibilities:

  • Drives business development activity across a specific geography working with external referral sources as well as internal retail partners
  • Develop and maintain strong relationships with business clients, providing exceptional customer service and support.
  • Evaluate and process business loan applications, including analyzing financial statements and credit reports.
  • Provide guidance and support to clients throughout the loan application and approval process.
  • Take on leadership roles on team initiatives and/or mentoring roles with both retail and business banking partners.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree
  • Minimum of 5 years of experience in business banking business development, credit and lending experience

Preferred Qualifications:

  • Strong analytical skills with the ability to interpret financial data and assess creditworthiness.
  • Excellent communication and interpersonal skills, with a customer-focused approach.
  • Knowledge of lending regulations and compliance requirements.
  • Excellent communication, customer service, and interpersonal skills with the ability to present in front of clients and COIs.
  • Strong organizational skills with attention to detail.


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.


What Huntington National Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

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