Senior Relationship Banker for High-Value Clients

Huntington Bancshares, Inc.; Holland (MI); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Huntington Bancshares, Inc. is seeking a Preferred Banker to manage a high-value customer portfolio across multiple branches. You will advance relationships by offering deposit products, loans, investments, and credit solutions while identifying customers' financial goals.

The role requires a strong background in sales, customer service, and knowledge of banking products, with the ability to educate customers on digital banking tools and build internal partnerships.

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 active status; must acquire remaining 2 within 120 days of hire date.
• Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience.

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 online/mobile/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

Relationship management

Sales

Customer service

Communication

Presentation

Financial products

Technology literacy

Education

Bachelor's Degree

Tools

Series 6/7

Series 63/66

Life/Health Insurance License

SIE

Job description

Huntington Bancshares, Inc. is seeking a Preferred Banker to manage a high-value customer portfolio across multiple branches. You will advance relationships by offering deposit products, loans, investments, and credit solutions while identifying customers' financial goals.

The role requires a strong background in sales, customer service, and knowledge of banking products, with the ability to educate customers on digital banking tools and build internal partnerships.