Preferred Banker - Wake Forest NC

Huntington National Bank; Wake Forest (NC); On-site; USD 52,000 - 78,000; Full time

Job summary

Huntington National Bank in Wake Forest, NC is seeking a motivated Preferred Banker to manage an assigned portfolio of high‑value customers across branches. You will leverage deposit products, consumer/home lending, investments, and credit knowledge to meet client goals.

The role emphasizes proactive relationship building, confident sales, and excellent service, with opportunities to cross‑sell and deepen client partnerships through technology and personalized advice.

Qualifications

• High school diploma or GED with at least 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales focused on investment or lending.
• Bachelor's degree and at least 2 years in customer service and sales in banking, financial services, or goal-driven retail sales with emphasis on investment or business lending.

Responsibilities

• Identify opportunities to grow customer relationships within the assigned portfolio and through pre-set appointments, outside calling, Centers of Influence, and referrals.
• Educate and refer customers to other bank areas to deepen relationships and teach customers to use online, mobile, and ATM banking.
• Maintain knowledge of products, services, technology, and policies to provide the best service.
• Demonstrate sales, customer service, relationship management, banking, investments, lending, communication, and presentation skills.

Skills

Sales

Customer Service

Banking Knowledge

Relationship Building

Education

High School Diploma or GED

Bachelor's Degree

Job 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 a high degree of proficiency in deposit products, consumer/home lending, investments, and credit management. You build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan, and other banking products and services.

Duties and Responsibilities

• Identify opportunities to grow customer relationships through the assigned 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.
• Educate and refer customers to other areas of the bank to deepen relationships and build strong internal partnerships, and teach customers how to optimize the use of bank technology (online, mobile, and ATM banking).
• Maintain knowledge of all products, services, technology, and policies to provide the best service to customers.
• Demonstrate acumen in sales, customer service, relationship management, banking, investments, lending, communication, and presentation.
• Adhere to all operational, security, risk, and regulatory policies and procedures.
• Perform other duties as assigned.

Basic Qualifications

• High School Diploma or GED and a minimum of 2 years of customer service and sales experience in banking, financial services, or goal‑driven retail sales with an emphasis on investment or lending.
• FINRA Licenses (required): Candidate must hold 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 is missing 2 of the required licenses, the candidate must acquire them within 120 days of hire. Failure to acquire the required licensure within this period will result in ineligibility to continue in the position.

Preferred Qualifications

• Bachelor's Degree and a minimum of 2 years in customer service and sales in banking, financial services, or goal‑driven retail sales with an emphasis on investment or business lending.
• 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

Not eligible for overtime pay (Yes).

Workplace Type

Office. Certain positions outside our branch network may be eligible for a flexible work arrangement, combining in‑office and work‑from‑home. Remote roles will also have the opportunity to gather in our offices for moments that matter. Specific arrangements will be provided by the hiring team.

Immigration sponsorship is not available for this position. Applicants must be currently authorized to work in the United States on a full‑time basis.

Equal Opportunity Employer

Huntington is an Equal Opportunity Employer.

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