Financial Relationship Banker- Wake Forest, NC-3

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Sales","Communication","Presentation"]

Build and grow consumer and business customer relationships by proactively identifying financial goals and recommending appropriate deposit, loan, and other banking products. Deliver excellent customer service, resolve issues, and follow a disciplined sales process through appointments, referrals, and follow-up programs. Educate customers on bank technology and optimize use of online, mobile, and ATM banking, while maintaining knowledge of products, policies, and required regulatory and security procedures.

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Huntington Bancshares
Huntington Bancshares
1 week ago

Financial Relationship Banker- Wake Forest, NC-3

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Job Summary

Build and grow consumer and business customer relationships by proactively identifying financial goals and recommending appropriate deposit, loan, and other banking products. Deliver excellent customer service, resolve issues, and follow a disciplined sales process through appointments, referrals, and follow-up programs. Educate customers on bank technology and optimize use of online, mobile, and ATM banking, while maintaining knowledge of products, policies, and required regulatory and security procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide excellent customer service and effectively resolve customer issues.
  • •Proactively identify opportunities to grow customer relationships using pre-set appointments, Centers of Influence, a disciplined sales process, and referral and follow-up programs.
  • •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 (online, mobile, and ATM banking).
  • •Maintain knowledge of products, services, technology, and policies, and adhere to operational, security, risk, and regulatory procedures.

Key Requirements

  • •High school diploma or GED and minimum of 1 year of customer service and sales in banking/financial services or goal-driven retail sales, or business-to-business sales, or military service in a related role.
  • •Subject to additional background check requirements, including providing fingerprints as required by NMLS regulations.
  • •Ability to build, deepen, and retain customer relationships.
  • •Demonstrates acumen in banking, sales, investments, and consumer and business lending/business banking.
  • •Comfort with technology such as mobile and online banking services.
Experience:1+ yearsBankingFinancial servicesRetail sales
Education:High School
Skills:Customer serviceRelationship buildingSalesCommunicationPresentation
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