Financial Relationship Banker - Plano, TX (Park)

Huntington Bank; Plano (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Huntington Bank in Plano, TX is seeking a Financial Relationship Banker to serve both consumer and business customers. You will grow relationships by proactive outreach, conduct pre-set appointments, and refer clients to other bank teams to deepen engagement.

You will help customers optimize banking technology, stay current on products and policies, and uphold risk and regulatory standards while delivering excellent service in a supportive office environment.

Qualifications

• High School Diploma or GED with 1+ year customer service and sales in banking or financial services.
• Preferred: Bachelor's Degree and 1+ year in customer service and sales in banking or B2B.
• Ability to build, deepen and retain relationships.
• Knowledge of consumer and business deposit products.
• Excellent verbal and written communication skills.

Responsibilities

• Provide excellent customer service and resolve issues.
• Grow customer relationships through appointments and referrals.
• Educate customers on bank technology and online/mobile banking.
• Stay informed about products, services, policies.
• Adhere to risk and regulatory policies.
• Other duties as assigned.

Skills

Customer service

Sales

Relationship building

Communication skills

Banking products knowledge

Education

Bachelor's Degree

Tools

CRM systems

Online banking

Mobile banking

Job description

## Financial Relationship Banker - Plano, TX (Park)Applyremote type: Officelocations: Plano, TXtime type: Full timeposted on: Posted Todayjob requisition id: R0073990# **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.**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:**OfficeOur Approach to **Office** Workplace TypeCertain 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.