Remote-Hybrid Relationship Banker | Wealth & Lending

0101 The Huntington National Bank; Town of Excelsior (WI); Hybrid; USD 52,000 - 101,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Life and disability insurance

Retirement savings plan

Paid leave programs

Paid holidays

Paid time off (PTO)

Job summary

The Huntington National Bank is seeking a Preferred Banker to manage a portfolio of high-value customers across multiple branches, driving growth through deposits, lending, investments and advisory services.

You will proactively identify customer goals, tailor financial solutions, and educate clients on online and mobile banking while adhering to regulatory policies. This role offers an office-based position with potential hybrid arrangements and a comprehensive benefits package.

Qualifications

• High School Diploma or GED with 2+ years in banking or financial services sales.
• FINRA licenses: need 3 of 5 licenses in active status and acquire remaining within 120 days if not yet obtained.
• Bachelor's Degree preferred and helpful in client advisory roles.

Responsibilities

• Grow customer relationships through assigned portfolio, referrals, and outside calling.
• Educate customers on banking products, investments, lending, and technology use.
• Maintain knowledge of policies, risk controls and regulatory requirements.

Skills

Customer service

Sales experience

Relationship management

Communication skills

Education

Bachelor's Degree

Tools

Online banking

Banking software

Job description

The Huntington National Bank is seeking a Preferred Banker to manage a portfolio of high-value customers across multiple branches, driving growth through deposits, lending, investments and advisory services.

You will proactively identify customer goals, tailor financial solutions, and educate clients on online and mobile banking while adhering to regulatory policies. This role offers an office-based position with potential hybrid arrangements and a comprehensive benefits package.