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Private Bank Analyst

Huntington Bancshares

Toledo, OHMid
Sign in to applyVerified 2h ago
Location
Toledo, OH
Work model
On-Site
Level
Mid
Posted
Aug 14, 2026

About this role

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: 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. 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.

Listing verified 2h ago. Applications go through the company's official careers site.

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Private Bank Analyst at Huntington Bancshares, Toledo, OH | Yoinka