Regional Manager HFA and Preferred Banking

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Last checked: 1 hour agoStatus: Live

Job Summary

Lead a team of Licensed Preferred Bankers and Financial Advisors across a retail branch network, driving regional sales strategy, client relationship management, and operational execution. Ensure regulatory compliance and strong risk management while partnering with internal business lines to expand opportunities. Recruit, onboard, and retain talent, supervise 20–30 FINRA-registered representatives and support staff, and provide coaching to improve performance and customer outcomes.

Location: Indianapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Manager level

Key Responsibilities

•Lead, motivate, and develop a team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting.
•Oversee regional sales strategies and align activities with corporate objectives and client needs.
•Ensure compliance with regulatory requirements and internal policies, maintaining a strong risk management culture.
•Partner with internal stakeholders to deepen client relationships and expand business opportunities.
•Recruit, onboard, and retain top talent; supervise 20–30 FINRA registered representatives and associated support staff.

Key Requirements

•Bachelor’s degree.
•5+ years of experience in the securities or banking industry.
•3+ years of experience managing a team.
•Active Life and Health Insurance licenses.
•FINRA licenses: Series 7 and either 63/65 or 66, plus Series 24.

Experience:5+ yearsBankingSecuritiesFinancial services

Education:Bachelor's

Skills:LeadershipCoachingMentoringCommunicationStrategic planning

Licenses:Life and Health InsuranceFINRA Series 7FINRA Series 63/65FINRA Series 66FINRA Series 24

Company Brief

Huntington Bancshares

Industry: Banking

Website

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Huntington Bancshares

3 weeks ago

Regional Manager HFA and Preferred Banking

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: Indianapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Manager level

Key Responsibilities

•Lead, motivate, and develop a team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting.
•Oversee regional sales strategies and align activities with corporate objectives and client needs.
•Ensure compliance with regulatory requirements and internal policies, maintaining a strong risk management culture.
•Partner with internal stakeholders to deepen client relationships and expand business opportunities.
•Recruit, onboard, and retain top talent; supervise 20–30 FINRA registered representatives and associated support staff.

Key Requirements

•Bachelor’s degree.
•5+ years of experience in the securities or banking industry.
•3+ years of experience managing a team.
•Active Life and Health Insurance licenses.
•FINRA licenses: Series 7 and either 63/65 or 66, plus Series 24.

Experience:5+ yearsBankingSecuritiesFinancial services

Education:Bachelor's

Skills:LeadershipCoachingMentoringCommunicationStrategic planning

Licenses:Life and Health InsuranceFINRA Series 7FINRA Series 63/65FINRA Series 66FINRA Series 24

Company Brief

Huntington Bancshares

Industry: Banking

Website