Relationship Banker - High-Value Clients

Huntington Bank; Wake Forest (NC); Hybrid; 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

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.