Preferred Banker - Memphis East

Huntington Bancshares
Memphis
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Sales","Customer service","Relationship management","Communication","Presentation"]

Manage a portfolio of high-value customers across multiple bank branches by proactively identifying financial goals and recommending deposit, lending, and investment solutions. Drive relationship growth through appointments, outside calling, centers of influence, and referrals, while educating customers on products and bank technology. Maintain product, policy, and regulatory knowledge and demonstrate strong sales, customer service, and relationship management skills.

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Huntington Bancshares
Huntington Bancshares
3 days ago

Preferred Banker - Memphis East

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Manage a portfolio of high-value customers across multiple bank branches by proactively identifying financial goals and recommending deposit, lending, and investment solutions. Drive relationship growth through appointments, outside calling, centers of influence, and referrals, while educating customers on products and bank technology. Maintain product, policy, and regulatory knowledge and demonstrate strong sales, customer service, and relationship management skills.
Location: Memphis
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Manage an assigned portfolio of high-value customers across multiple bank branches by proactively identifying financial goals and needs.
  • •Grow customer relationships through assigned portfolio activities, pre-set appointments, outside calling, centers of influence, disciplined sales process, and referral sourcing.
  • •Educate customers on deposit, lending, and other banking products, and refer customers to other bank areas to deepen relationships.
  • •Educate customers on how to optimize their use of bank technology, including online, mobile, and ATM banking.
  • •Adhere to operational, security, risk, and regulatory policies and procedures while maintaining knowledge of products, services, technology, and policies.

Key Requirements

  • •High School Diploma or GED with minimum 2 years of customer service and sales in banking, financial services, or goal-driven retail sales focused on investment or lending.
  • •3 of the following 5 FINRA licenses must be active: Series 6 or 7, Series 63 or 66, State Life and Health Insurance License, and SIE (Securities Industry Essentials).
  • •Must be able to acquire any missing licenses within 120 days of hire date if not already held.
  • •Ability to drive sales and manage a book of business.
  • •Ability to build, deepen, and retain customer relationships.
Experience:2+ yearsBankingFinancial servicesRetail salesInvestmentLending
Education:High School
Skills:SalesCustomer serviceRelationship managementCommunicationPresentation
Licenses:FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66State Life and Health Insurance LicenseSIE (Securities Industry Essentials)
Tech Stack:Mobile bankingOnline bankingATM banking

Eligibility

Visa:F-1H-1BO-1TNE-3
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn