Remote Preferred Banker: Build Wealth & Client Relationships

Huntington Bancshares, Inc.; Bellbrook (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Huntington Bancshares, Inc. is seeking a Preferred Banker to manage a high-value customer portfolio across multiple branches.

You will use your knowledge of deposits, consumer/home lending, investments and credit management to identify goals and recommend appropriate banking products and services. You will proactively grow relationships, educate customers on bank technology, and collaborate with partners while adhering to policies and risk controls.

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. 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

Customer service

Sales

Relationship management

Banking knowledge

Investments

Lending

Communication skills

Education

Bachelor's Degree

Job description

Huntington Bancshares, Inc. is seeking a Preferred Banker to manage a high-value customer portfolio across multiple branches.

You will use your knowledge of deposits, consumer/home lending, investments and credit management to identify goals and recommend appropriate banking products and services. You will proactively grow relationships, educate customers on bank technology, and collaborate with partners while adhering to policies and risk controls.