Preferred Banker - Huntsville, AL

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

Manage a portfolio of high-value customers across multiple bank branches by identifying financial goals, setting and attending appointments, and using a disciplined sales process to grow relationships. Advise customers on deposit, loan, investment, and related banking products, educate them on online/mobile/ATM banking, and maintain knowledge of offerings and policies. Ensure compliance with operational, security, risk, and regulatory requirements while strengthening internal partnerships across the bank.

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Huntington Bancshares
Huntington Bancshares
1 day ago

Preferred Banker - Huntsville, AL

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Last checked: 4 hours agoStatus: Live

Job Summary

Manage a portfolio of high-value customers across multiple bank branches by identifying financial goals, setting and attending appointments, and using a disciplined sales process to grow relationships. Advise customers on deposit, loan, investment, and related banking products, educate them on online/mobile/ATM banking, and maintain knowledge of offerings and policies. Ensure compliance with operational, security, risk, and regulatory requirements while strengthening internal partnerships across the bank.
Location: Huntsville
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Proactively grow customer relationships through assigned portfolio, pre-set appointments, outside calling, Centers of Influence, and disciplined sales processes.
  • •Follow up with new customers and source referrals from customers, bank colleagues, and partners.
  • •Educate and refer customers to other areas of the bank to deepen relationships and strengthen internal partnerships.
  • •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.

Key Requirements

  • •High School Diploma or GED and at least 2 years of customer service and sales in banking, financial services, or goal-driven retail sales with emphasis on investment or lending.
  • •Must have 3 of the following FINRA licenses active: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE (Securities Industry Essentials). If missing, acquire remaining within 120 days of hire.
  • •2+ years in customer service and sales in banking/financial services or retail sales with emphasis on investment or business lending and business sales experience (preferred).
  • •Ability to drive sales and manage a book of business.
  • •Comfort with technology such as mobile and online banking services, plus knowledge of deposit products.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Customer serviceSalesRelationship 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

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