Preferred Banker - Elm Grove, WI

0101 The Huntington National Bank; Elm (CO); Hybrid; USD 60.000 - 100.000; Vollzeit

Benefits dieser Stelle

Flexible work arrangements

Company-wide Equal OpportunityEmployer

Zusammenfassung

Huntington Bank is seeking a Preferred Banker to manage a high-value customer portfolio across multiple branches. You will leverage expertise in deposits, lending, investments and credit to recommend solutions that meet client goals.

You will proactively grow relationships through appointments, referrals, and a disciplined sales process while adhering to regulatory policies and maintaining strong service standards.

Qualifikationen

• High school diploma and at least 2 years in customer service and sales in banking or financial services.

Aufgaben

• Grow customer relationships through assigned portfolio, appointments, outside calling, referrals.
• Educate customers on bank products and online/mobile banking; deepen relationships.
• Maintain knowledge of products, services, technology and policies to provide the best service.
• Adhere to operational, risk and regulatory policies and procedures.

Kenntnisse

Relationship management

Sales experience

Customer service

Banking knowledge

Investments

Lending

Communication skills

Presentation skills

Tech literacy

Ausbildung

Bachelor's Degree

Jobbeschreibung

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 We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to [e-mail]

Reasonable Accommodations

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.

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