Preferred Banker

Huntington Bank; White Bear Lake (MN); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Preferred Banker, where you will manage a portfolio of high-value clients and utilize your expertise in banking products and services. This role emphasizes relationship management, customer service, and sales skills to help clients achieve their financial goals. You'll educate customers on banking technology and deepen relationships through proactive engagement. With a commitment to innovation and a culture that values collaboration, this is an exciting opportunity to make a significant impact in the lives of customers and the community.

Benefits

Health Insurance

Wellness Program

Life and Disability Insurance

Retirement Savings Plan

Paid Leave Programs

Paid Holidays

Paid Time Off (PTO)

Qualifications

• 2+ years in customer service and sales in banking or financial services.
• Must hold at least 3 out of 5 required FINRA licenses.

Responsibilities

• Manage a portfolio of high-value consumer and business customers.
• Identify opportunities to grow customer relationships and drive sales.

Skills

Customer Service

Sales Skills

Relationship Management

Communication Skills

Banking Knowledge

Investment Knowledge

Education

High School Diploma or GED

Bachelor's Degree

Tools

Banking Technology

Job description

Preferred Banker- Maplewood White Bear

Preferred Banker- Maplewood White Bear

Apply remote type Office locations White Bear Lake, MN time type Full time posted on Posted Yesterday job requisition id R0061611

Description

Summary:

As a Preferred Banker, you are responsible for managing an assigned portfolio of high value consumer and business customers across multiple bank branches. Your success is driven by your high degree of proficiency in consumer and business deposit products, consumer/home lending, business lending, investments and credit management so that you may build consumer and business 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, consumer lending, business banking, business 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 business lending and business 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, consumer lending, business banking, business 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 consumer and business deposit products.

Exempt Status: (Yes = not eligible for overtime pay) (No= eligible for overtime pay)

No

Workplace Type: Office

Compensation Range: 25.00 - 36.78 USD Hourly plus incentives

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

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.

About Us

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.

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