Preferred Banker - Alpharetta GA

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

Manage an assigned portfolio of high-value customers across multiple bank branches by proactively identifying financial goals and recommending deposit, loan, and other banking products. Grow relationships through a disciplined sales process, appointments, outside calling, and referrals, while deepening internal partnerships and educating customers on mobile, online, and ATM banking. Maintain product, service, and policy knowledge and follow operational, security, risk, and regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
2 days ago

Preferred Banker - Alpharetta GA

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Last checked: 3 hours agoStatus: Live

Job Summary

Manage an assigned portfolio of high-value customers across multiple bank branches by proactively identifying financial goals and recommending deposit, loan, and other banking products. Grow relationships through a disciplined sales process, appointments, outside calling, and referrals, while deepening internal partnerships and educating customers on mobile, online, and ATM banking. Maintain product, service, and policy knowledge and follow operational, security, risk, and regulatory requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Manage an assigned portfolio of high-value customers across multiple branches by identifying financial goals and needs.
  • •Proactively grow customer relationships using assigned portfolio, appointments, outside calling, centers of influence, and referrals.
  • •Educate customers on bank technology (online, mobile, and ATM banking) and refer customers to other bank areas to deepen relationships.
  • •Maintain up-to-date knowledge of products, services, technology, and policies to provide customer service.
  • •Follow operational, security, risk, and regulatory policies and procedures.

Key Requirements

  • •High School Diploma or GED and minimum 2 years of customer service and sales in banking/financial services or goal-driven retail sales with emphasis on investment or lending.
  • •FINRA licenses (required): candidate must hold 3 of 5 licenses in active status (Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE). If not all are held, acquire remaining within 120 days of hire.
  • •Knowledge and experience with deposit products, consumer/home lending, investments, and credit management.
  • •Experience using a disciplined sales process to build and grow customer relationships and manage a book of business.
  • •Excellent verbal and written communication skills and ability to present effectively.
Experience:2+ years
Education:High School
Skills:CommunicationPresentationRelationship managementSalesCustomer service
Licenses:FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66SIEState Life and Health Insurance License
Certifications:FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66SIEState Life and Health Insurance License
Tech Stack:Online bankingMobile 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