Preferred Banker - Jackson, TN

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

Manage a portfolio of high-value customers across multiple branches, proactively identifying goals and recommending deposit products, consumer/home lending, investments, and credit solutions. Drive growth through assigned appointments, outside calling, referrals, and follow-up programs, while educating customers on banking technology and best practices. Maintain expertise in products, services, technology, and policies, and ensure compliance with operational, security, risk, and regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
3 days ago

Preferred Banker - Jackson, TN

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Last checked: 4 hours agoStatus: Live

Job Summary

Manage a portfolio of high-value customers across multiple branches, proactively identifying goals and recommending deposit products, consumer/home lending, investments, and credit solutions. Drive growth through assigned appointments, outside calling, referrals, and follow-up programs, while educating customers on banking technology and best practices. Maintain expertise in products, services, technology, and policies, and ensure compliance with operational, security, risk, and regulatory requirements.
Location: Jackson
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Proactively grow customer relationships through an assigned portfolio, pre-set appointments, outside calling, centers of influence, disciplined sales processes, and referral sourcing.
  • •Follow up with new customers and leverage referrals from customers, colleagues, and partners to expand the relationship base.
  • •Educate customers on deposit, loan, and other banking products and services to deepen relationships and build internal partnerships.
  • •Teach customers how to optimize their use of bank technology, including online, mobile, and ATM banking.
  • •Maintain product and policy knowledge and adhere to operational, security, risk, and regulatory 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 an emphasis on investment or lending.
  • •Demonstrated sales experience and ability to drive sales and manage a book of business.
  • •Ability to build, deepen, and retain relationships.
  • •Knowledge of deposit products and acumen in banking, investments, lending, customer service, and presentation.
  • •FINRA licenses: must have 3 of the following 5 in active status (Series 6 or 7, Series 63 or 66, State Life and Health Insurance License, SIE); remaining licenses must be acquired within 120 days of hire.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Relationship managementCommunicationPresentationCustomer serviceSales
Licenses:FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66SIE – Securities Industry EssentialsState 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