Regional Manager HFA and Preferred Banking

Huntington Bancshares
Indianapolis
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Leadership","Coaching","Mentoring","Communication","Strategic planning"]

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.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Regional Manager HFA and Preferred Banking

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Last checked: 4 hours 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
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