Financial Relationship Advisor

Huntington National Bank

Anna (TX)

On-site

USD 42,000 - 64,000

Full time

5 days ago
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Job summary

Huntington National Bank is seeking a Financial Relationship Banker to serve consumer and business customers at our branch. You will retain and grow client relationships by understanding goals and recommending deposit, loan, and other banking products and services.

You will provide outstanding service, promote digital banking tools, and collaborate with colleagues to expand opportunities for customers while adhering to bank policies and regulatory requirements.

Qualifications

  • High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.
  • Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience.

Responsibilities

  • Providing excellent customer service and effectively resolving customer issues.
  • Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
  • Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
  • Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
  • Maintaining your knowledge of all products, services, technology and policies.
  • Adhering to all operational, security, risk and regulatory policies and procedures.
  • Other duties as assigned.

Skills

Customer service
Sales
Banking knowledge

Education

High School Diploma or GED
Bachelor's degree preferred

Job description

Huntington National Bank is seeking a Financial Relationship Banker to serve consumer and business customers at our branch. You will retain and grow client relationships by understanding goals and recommending deposit, loan, and other banking products and services.

You will provide outstanding service, promote digital banking tools, and collaborate with colleagues to expand opportunities for customers while adhering to bank policies and regulatory requirements.

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