Preferred Banker

0101 The Huntington National Bank; Bellbrook (OH, KY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible work arrangement

Job summary

Huntington is seeking a Preferred Banker to manage an assigned portfolio across multiple branches, driving growth through deposit, lending, investments and credit products. You will build relationships by proactively identifying client goals, educating on online/mobile banking, and collaborating with partners; success hinges on sales discipline and regulatory compliance.

Requires FINRA licenses, a high school diploma, and a track record in banking sales; hybrid in-office environment with

Qualifications

• High school diploma or GED required.
• FINRA licenses: 3 of 5 active (Series 6/7, 63/66, Life/Health, SIE).
• If not yet licensed, must acquire remaining licenses within 120 days of hire.

Responsibilities

• Grow customer relationships through portfolio management, appointments, referrals.
• Educate and refer customers to other bank areas to deepen relationships.
• Promote online/mobile banking and educate customers on tech usage.
• Maintain knowledge of products, services, and policies to provide optimal service.
• Demonstrate sales, relationship management, and presentation skills.

Skills

Deposit products

Consumer lending

Home lending

Investments

Credit management

Relationship building

Education

High School Diploma or GED

Bachelor's Degree

Job description

Description Summary:

As a Preferred Banker, you are responsible for managing an assigned portfolio of high value customers across multiple bank branches. Your success is driven by your high degree of proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Duties & Responsibilities:

• Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, 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 to provide the best service to customers.
• Demonstrating acumen in sales, customer service, relationship management, banking, investments, lending, communication and presentation.
• 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 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or lending and sales experience.
• FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE – Securities Industry Essentials.
• If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period, will result in the colleague being ineligible to continue in the position.

Preferred Qualifications:

• Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience.
• Ability to drive sales and manage a book of business.
• Ability to build, deepen and retain relationships.
• Demonstrates acumen in banking, investments, lending, sales, customer service, and presentation skills.
• Excellent verbal and written communication skills.
• Comfort with technology such as mobile services and online banking services.
• Knowledge of deposit products.

Exempt Status:

(Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes

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.

Welcome to Huntington!

At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

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Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.