Financial Relationship Banker - Elm Grove

Huntington National Bank; Elm Grove (WI); Hybride; USD 42 000 - 66 000; Plein temps

Résumé du poste

Huntington National Bank is seeking a Financial Relationship Banker to help customers achieve their financial goals by retaining and growing relationships with consumer and business customers. You will identify goals, propose deposit, loan and other banking products, and educate customers on using online and mobile banking tools.

The role emphasizes providing excellent service, proactive outreach, and strong partnership with bank teams to deepen relationships and meet customer needs.

Qualifications

• Experience in customer service and sales in banking, financial services or goal-driven retail sales.
• Licenses: background check and fingerprints per NMLS regulations.

Responsabilités

• Provide excellent customer service and resolve issues.
• Grow customer relationships through proactive outreach and referrals.
• Educate customers on bank products and online/mobile banking.
• Maintain knowledge of products, services, and policies.
• Adhere to security, risk, and regulatory policies.

Connaissances

Customer service

Sales

Communication

Relationship building

Formation

Bachelor's degree

High School Diploma or GED

Description du poste

Description

Summary

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. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. 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: (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.