Senior Premier Private Banker — FINRA Licensed

0147 The Huntington Investment Company

South Carolina

Hybrid

USD 55,000 - 90,000

Full time

14 days+

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Job summary

Huntington is seeking a dedicated Preferred Banker to manage a portfolio of high-value customers across branches. You will drive sales in deposits, loans, investments, and related services while delivering exceptional customer service.

You will educate clients on digital banking, stay current on products, and leverage internal partnerships to grow relationships. This role emphasizes compliance and proactive problem solving within an Equal Opportunity framework.

Qualifications

  • High School Diploma or GED with minimum 2 years of customer service and sales in banking, financial services or goal driven retailsales with emphasis on investment or lending and sales experience.
  • FINRA Licenses (3 of 5) must be active; if fewer than 5, remaining licenses must be obtained within 120 days of hire.
  • Bachelor's degree is preferred or required for many roles in this field.

Responsibilities

  • Proactively identifies opportunities to grow customer relationships through assigned portfolio, appointments, outside calling, Centers of Influence, and referrals.
  • Educates and refers customers to other bank areas to deepen relationships.
  • Educates customers on using online, mobile, and ATM banking technologies.
  • Maintains knowledge of all products, services, technology and policies to provide the best service.
  • Demonstrates acumen in sales, customer service, relationship management, banking, investments, lending, communication and presentation.
  • Adheres to all operational, security, risk and regulatory policies and procedures.
  • Other duties as assigned.

Skills

Sales experience
Customer service
Relationship management
Banking products knowledge
Investments & Lending
Communication
Presentation

Education

Bachelor's Degree
FINRA Licenses (3 of 5 active)

Job description

Huntington is seeking a dedicated Preferred Banker to manage a portfolio of high-value customers across branches. You will drive sales in deposits, loans, investments, and related services while delivering exceptional customer service.

You will educate clients on digital banking, stay current on products, and leverage internal partnerships to grow relationships. This role emphasizes compliance and proactive problem solving within an Equal Opportunity framework.

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