Preferred Banker

0101 The Huntington National Bank; Town of Excelsior (WI); Hybrid; USD 52,000 - 101,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Life and disability insurance

Retirement savings plan

Paid leave programs

Paid holidays

Paid time off (PTO)

Job summary

The Huntington National Bank is seeking a Preferred Banker to manage a portfolio of high-value customers across multiple branches, driving growth through deposits, lending, investments and advisory services.

You will proactively identify customer goals, tailor financial solutions, and educate clients on online and mobile banking while adhering to regulatory policies. This role offers an office-based position with potential hybrid arrangements and a comprehensive benefits package.

Qualifications

• High School Diploma or GED with 2+ years in banking or financial services sales.
• FINRA licenses: need 3 of 5 licenses in active status and acquire remaining within 120 days if not yet obtained.
• Bachelor's Degree preferred and helpful in client advisory roles.

Responsibilities

• Grow customer relationships through assigned portfolio, referrals, and outside calling.
• Educate customers on banking products, investments, lending, and technology use.
• Maintain knowledge of policies, risk controls and regulatory requirements.

Skills

Customer service

Sales experience

Relationship management

Communication skills

Education

Bachelor's Degree

Tools

Online banking

Banking software

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).

Workplace Type

Office. Certain positions outside our branch network may be eligible for a flexible work arrangement. We'll combine 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.

Compensation Range

Compensation Range: $52,000 - $101,000 Annual Salary plus incentives. The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education.

Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.

Benefits

• Health insurance coverage
• Wellness program
• Life and disability insurance
• Retirement savings plan
• Paid leave programs
• Paid holidays
• Paid time off (PTO)

Equal Opportunity

Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Immigration and Sponsorship

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.

Company Culture

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 we 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

Accessibility and Accommodations

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