Financial Relationship Banker — Grow Client Relationships

Huntington National Bank; McKinney (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Huntington National Bank is seeking a Financial Relationship Banker to retain and grow consumer and business customer relationships. You will proactively identify financial goals, recommend deposit, loan, and other banking products, and uphold regulatory policies.

Responsibilities include resolving customer issues, growing relationships via referrals, educating customers on online/mobile banking, and maintaining product knowledge.

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 fingerprinting as required by NMLS regulations.

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 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

Relationship building

Communication skills

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Job description

Huntington National Bank is seeking a Financial Relationship Banker to retain and grow consumer and business customer relationships. You will proactively identify financial goals, recommend deposit, loan, and other banking products, and uphold regulatory policies.

Responsibilities include resolving customer issues, growing relationships via referrals, educating customers on online/mobile banking, and maintaining product knowledge.