Premier Banker: High-Value Client Relationships

Huntington National Bank; Charlotte (NC); On-site; USD 50,000 - 75,000; Full time

Job summary

Huntington National Bank seeks a Preferred Banker to manage an assigned portfolio of high-value customers across multiple branches. You will leverage your proficiency in deposit products, consumer/home lending, investments and credit management to identify goals and recommend deposit, loan and other banking solutions.

This role emphasizes relationship-building, proactive outreach, and the ability to educate customers on bank technology while maintaining compliance with policies and regulations.

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.
• Bachelor's Degree preferred with 2+ years in customer service and sales in banking/financial services.

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.

Skills

Customer service

Sales

Banking knowledge

Communication

Regulatory compliance

Education

Bachelor's degree

Job description

Huntington National Bank seeks a Preferred Banker to manage an assigned portfolio of high-value customers across multiple branches. You will leverage your proficiency in deposit products, consumer/home lending, investments and credit management to identify goals and recommend deposit, loan and other banking solutions.

This role emphasizes relationship-building, proactive outreach, and the ability to educate customers on bank technology while maintaining compliance with policies and regulations.