Financial Relationship Banker

Huntington National Bank; Greenfield (WI); On-site; USD 40,000 - 60,000; Full time

Job summary

Huntington National Bank in Greenfield is seeking a Financial Relationship Banker to foster customer relationships and achieve financial goals. This role emphasizes customer service, sales, and building relationships, alongside educating customers about banking products and technology.

Ideal candidates will have at least a High School diploma, with a preference for a Bachelor's degree and experience in financial services. The position allows a blend of in-office and flexible work arrangements.

Qualifications

• 1+ years in customer service or sales experience in banking or financial services.
• Comfort with technology and online banking services.

Responsibilities

• Provide excellent customer service and resolve issues.
• Identify opportunities to grow customer relationships.
• Educate customers on banking technology.

Skills

Customer service

Sales experience

Relationship building

Verbal communication

Written communication

Technical comfort

Education

High School Diploma or GED

Bachelor's Degree

Job description

Overview

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Duties & 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.

Basic 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.
• Licenses: This position will be subject to additional background check requirements including being required to provide fingerprints as required by NMLS regulations.

Preferred Qualifications

• 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.
• Ability to build, deepen and retain relationships.
• Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
• Excellent verbal and written communication skills.
• Comfort with technology such as mobile services and online banking services.
• Knowledge of consumer and business deposit products.

Exempt Status

Exempt Status: Yes = not eligible for overtime pay; No = eligible for overtime pay

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. 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.