Financial Relationship Banker - Georgetown, TX

Huntington Bancshares
Georgetown
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Customer service","Relationship building","Verbal communication","Written communication","Presentation skills"]

Build and grow trusted consumer and business relationships in a branch setting by understanding customers’ financial goals and needs. Use a disciplined sales process, pre-set appointments, and referrals to retain and expand accounts, while providing excellent customer service and resolving issues. Educate customers on deposit and lending products and how to optimize online, mobile, and ATM banking technology. Follow all operational, security, risk, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
1 day ago

Financial Relationship Banker - Georgetown, TX

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Last checked: 3 hours agoStatus: Live

Job Summary

Build and grow trusted consumer and business relationships in a branch setting by understanding customers’ financial goals and needs. Use a disciplined sales process, pre-set appointments, and referrals to retain and expand accounts, while providing excellent customer service and resolving issues. Educate customers on deposit and lending products and how to optimize online, mobile, and ATM banking technology. Follow all operational, security, risk, and regulatory policies.
Location: Georgetown
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.
  • •Identify opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, follow-up programs, and referrals.
  • •Educate and refer customers to other areas of the bank to deepen relationships and build internal partnerships.
  • •Educate customers on optimizing 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 at least 1 year of customer service and sales experience in banking/financial services, goal-driven retail sales, business-to-business sales, or military service in a related role.
  • •Ability to meet additional background check requirements, including providing fingerprints as required by NMLS regulations.
  • •Strong ability to build, deepen, and retain customer relationships (preferred).
  • •Demonstrated acumen in banking, sales, investments, consumer lending, business banking/lending, customer service, and presentation skills (preferred).
  • •Excellent verbal and written communication skills and comfort with technology such as mobile and online banking (preferred).
Experience:1+ yearsBankingFinancial servicesRetail sales
Education:Bachelor's
Skills:Customer serviceRelationship buildingVerbal communicationWritten communicationPresentation skills
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