Senior Banker - Wealth, Lending & Relationship Builder

Huntington National Bank; Excelsior (MN); Hybrid; USD 52,000 - 101,000; Full time

Job summary

Huntington National Bank in Excelsior, MN, seeks a Preferred Banker to manage a portfolio of high-value customers across branches, leveraging deposits, lending, investments and credit management to reach financial goals. You will grow relationships through proactive outreach, referrals and solid service, educate customers on online banking, and collaborate with partners to deepen wallet share.

This role emphasizes regulatory compliance, sales discipline, and excellent communication as part of a

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.

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. 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

Customer Service

Relationship Management

Investments

Lending

Communication

Presentation

Banking Knowledge

Education

High School Diploma or GED

Bachelor's Degree

Job description

Huntington National Bank in Excelsior, MN, seeks a Preferred Banker to manage a portfolio of high-value customers across branches, leveraging deposits, lending, investments and credit management to reach financial goals. You will grow relationships through proactive outreach, referrals and solid service, educate customers on online banking, and collaborate with partners to deepen wallet share.

This role emphasizes regulatory compliance, sales discipline, and excellent communication as part of a