Relationship Manager, Wealth & Lending (Remote-Eligible)

Huntington National Bank; Memphis (TN); On-site; USD 45,000 - 75,000; Full time

Job summary

Huntington National Bank seeks a Preferred Banker to manage a high-value customer portfolio across branches. You will drive deposits, lending, investments, and credit services while proactively identifying financial goals and offering deposit, loan, and other banking products.

The role emphasizes relationship management, sales excellence, and knowledge of banking products, with affiliate training and and strong compliance with policies. Office-based with possible flexible arrangements.

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: 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.

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

Sales experience

Customer service

Relationship building

Financial products knowledge

Communication skills

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Job description

Huntington National Bank seeks a Preferred Banker to manage a high-value customer portfolio across branches. You will drive deposits, lending, investments, and credit services while proactively identifying financial goals and offering deposit, loan, and other banking products.

The role emphasizes relationship management, sales excellence, and knowledge of banking products, with affiliate training and and strong compliance with policies. Office-based with possible flexible arrangements.