Advisor

• Facilitate communication with retirement plan participants through group presentations and individual consultations
• Conduct participant meetings in person, by phone, or through web-based conferencing
• Support new and current relationships within Retirement Plan Services in Wealth Management
• Cultivate participant relationships through personalized service and responses to plan-related questions
• Develop materials for sophisticated and average plan participants
• Guide participants in making informed investment decisions and educate them on company-sponsored retirement plan participation
• Perform individual and group enrollment and education presentations
• Provide participant advisory services, including financial planning and investment advice, on-site and in offices
• Assist with day-to-day operations of current retirement plans
• Support regular communication with plan sponsors and participants
• Identify and suggest improvements to policies, processes, and service levels with other associates

Retirement Plan Participant Advisor

• Acquire and develop new profitable and quality treasury management relationships
• Retain and deepen existing customer relationships
• Prospect and conduct sales activities
• Price and structure products
• Prepare customer proposals
• Build internal relationships with regional partners and relationship managers to drive Treasury Management opportunities
• Cross-sell other bank products and stay current on competitor offerings
• Proactively manage Banker relationships through 1:1s, relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
• Maintain and manage weekly and monthly sales results
• Enter weekly data and monitor its accuracy
• Assist in outbound calling initiatives to offer new solutions to clients
• Mentor other Treasury Management colleagues
• Support product and strategy changes as a positive change agent
• Build and lead a high-performance sales culture within the Region
• Work with the TM Sales Director to develop and execute a sales strategy
• Develop executive-level relationships with target segment clients and centers of influence
• Represent HNB in industry groups related to Treasury Management
• Perform other duties as assigned

Treasury Management Advisor III

• Facilitate prospective students through the application process for their university of choice
• Uncover prospective students’ needs and objectives through interviews
• Help students determine whether a program or university is a suitable fit
• Support students through admissions and registration to ensure requirements and deadlines are met
• Communicate with prospective students by phone, email, and text
• Follow departmental and management guidelines for lead management and CRM status progression
• Provide consultative support from lead through program start
• Track student progress and communications in the database
• Achieve daily metrics for calls, speed to lead, talk time, and applications
• Provide feedback on lead quality, quantity, and trends

Enrollment Advisor

• Provide leadership in structuring and executing Standby and Commercial Letters of Credit
• Review and interpret credit agreements and complex underlying transaction structures
• Oversee end-to-end closing and issuance of Direct Pay Letters of Credit
• Ensure alignment with risk, regulatory, and client requirements
• Drive international trade finance solutions as a subject matter expert
• Partner with correspondent banks and engage directly with clients
• Provide strategic guidance, product education, and customized solutions supporting client objectives
• Act as an escalation point and liaison across clients, front-line teams, and operations
• Identify, escalate, and resolve inconsistencies and complex issues
• Mitigate risk and promote seamless execution
• Provide direction and leadership for planning, development, strategies, and implementation roadmaps
• Assess organizational objectives, define mobilization activities, and develop achievable goals
• Improve departmental effectiveness and implement best-practice processes
• Provide leadership and management oversight to achieve high-quality processing and performance results
• Lead teammate development and engagement, including recommendations regarding employment, career development, performance evaluations, salary changes, promotions, transfers, and terminations
• Develop and implement standards, processes, and procedures consistent with financial services industry standards
• Work with business units and functional groups to drive cohesion across large-scale efforts
• Direct activities supporting merger/conversion processes
• Promote a results-oriented team environment that continuously evaluates operations

Letters of Credit Trade Advisor II

• Complete the six-month Advisor Licensing Program training in client relationship management, comprehensive financial planning, investment solutions, product implementation, financial markets, and consultative selling
• Complete training on LPL systems and procedures with tutoring, leadership coaching, and support for obtaining FINRA licenses
• Pass the SIE, Series 7, and Series 66 examinations within the first 120 days of employment
• Achieve training milestones and learning comprehension goals to graduate
• Provide exceptional client service through incoming service calls, client transactions, reports, forms, emails, and proactive outreach
• Maintain the operational and compliant management of a 120,000+ client book through proactive check-ins and outreach
• Collect and analyze client data and develop, implement, review, and maintain financial planning solutions
• Address education, tax, estate, insurance, and investment allocation concepts with clients
• Answer questions about account types, investment products, and financial markets
• Meet goals for asset investment, wallet share consolidation, and relationship deepening
• Facilitate communication and coordination between departments and support new partnerships and practices
• Remain in good standing with compliance requirements, assess and mitigate risk, and prevent fraud through security checks and client conversations
• Graduate with an opportunity to support clients as an Associate Financial Advisor

Advisor Licensing Program

• Manage client data input into Salesforce CRM and coordinate account setup in Orion portfolio management system
• Verify data integrity across all systems and resolve discrepancies with technology and operations teams
• Maintain detailed documentation of client migration activities and system configurations
• Develop and execute customized onboarding plans for each advisor
• Schedule and coordinate training sessions covering services, procedures, compliance, technology platforms, and internal resources
• Facilitate introductions to key internal stakeholders across portfolio management, trading, compliance, and technology
• Track onboarding milestones and proactively address gaps throughout the 4-month transition period
• Serve as primary advisor contact for questions, troubleshooting, and issue escalation
• Coordinate technology setup, office space, business cards, and marketing materials
• Conduct comprehensive handoffs with transition documentation and warm introductions to centralized support teams at the 4-month mark

Advisor jobs in Illinois

Retirement Plan Participant Advisor

Treasury Management Advisor III

Enrollment Advisor

Letters of Credit Trade Advisor II

Advisor Licensing Program

Wealth Management Advisor – Onboarding Transition Specialist