Financial Relationship Banker - Elm Grove

Huntington National Bank; Elm Grove (WI); Hybrid; USD 48,000 - 72,000; Full time

Job summary

Huntington National Bank is seeking a Financial Relationship Banker to help consumer and business customers retain and grow relationships by identifying financial goals and recommending deposit and loan products. The role emphasizes proactive outreach, relationship building, and effective use of technology to enhance customer service.

Responsibilities include resolving issues, educating customers on bank services, and collaborating with colleagues to deepen client partnerships while adhering to

Qualifications

• HS diploma (or GED) required with prior customer service or sales experience in banking or similar industry.
• Strong communication and actively listen to customers to identify financial goals.

Responsibilities

• Provide excellent customer service and resolve issues efficiently.
• Grow customer relationships through proactive outreach, appointments, referrals, and a structured sales process.
• Educate customers on bank products and services and refer to other bank areas to deepen relationships.
• Promote and educate on online and mobile banking tools to enhance customer engagement.
• Maintain up-to-date knowledge of bank products, services, policies, and security procedures.
• Adhere to all policies, procedures, and regulatory requirements.
• Additional duties as assigned by the supervisor.

Skills

Customer service

Sales skills

Communication

Technology literacy

Education

High School Diploma or GED

Job 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.

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.

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.