Preferred Banker | Charleston, SC, USA

Huntington National Bank; Charleston (SC); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Huntington National Bank is seeking a Preferred Banker to manage a high-value customer portfolio across multiple branches. You will drive growth through consumer and business deposit products, lending, investments, and credit management, while proactively identifying client goals and recommending suitable banking solutions.

Responsibilities include expanding relationships, educating clients on banking tools, and maintaining up-to-date knowledge of products and policies.

Qualifications

• High School Diploma or GED with 2+ years in banking, financial services or goal-driven retail sales.
• Must have 3 of the 5 FINRA licenses active: Series 6 or 7; Series 63 or 66; State Life and Health Insurance; SIE. If fewer than 5, complete remaining within 120 days.

Responsabilités

• Grow customer relationships through assigned portfolio, appointments, outside calling, Centers of Influence, referrals.
• Educate customers on online, mobile, and ATM banking.
• Maintain knowledge of products, services, technology, and policies.
• Demonstrate sales and relationship-management skills in banking, investments, and lending.
• Adhere to operational, security, risk and regulatory policies.
• Other duties as assigned.

Connaissances

Sales

Customer service

Relationship management

Banking knowledge

Investments

Communication

Formation

High school diploma or GED

Bachelor's degree

FINRA Licenses

Description du poste

Preferred Banker 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 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.