Preferred Banker - Wake Forest NC

Huntington Bank; Wake Forest (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Huntington Bank in Wake Forest, NC seeks a Preferred Banker to manage a high-value customer portfolio across bank branches. The role emphasizes growth in deposits, lending, investments, and credit management, with a focus on proactive relationship building and referrals.

The ideal candidate has 2+ years in banking customer service and sales, and may need 3 of 5 FINRA licenses to begin, with additional licensing within 120 days. Flexible office arrangements are noted.

Qualifications

• High School Diploma or GED required; 2+ years customer service and sales in banking, financial services, or goal-driven retail with investment or lending experience.
• FINRA licenses: must have 3 of 5: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE; if only 3, must obtain remaining 2 within 120 days.

Responsibilities

• Proactively grows customer relationships through assigned portfolio, appointments, outside calling, Centers of Influence, and referrals.
• Educates customers and refers to other bank areas to deepen relationships.
• Promotes use of bank technology (online, mobile, ATM).
• Maintains knowledge of products, services, policies, and risk/compliance requirements.

Skills

Sales experience

Customer service

Relationship building

Communication skills

Presentation skills

Tech fluency

Education

High School Diploma or GED

Bachelor's Degree

Job description

## Preferred Banker - Wake Forest NCApplyremote type: Officelocations: Wake Forest, NCtime type: Full timeposted on: Posted Todayjob requisition id: R0074123# **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:**OfficeOur Approach to **Office** Workplace TypeCertain 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.