Financial Relationship Banker

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

Build and grow consumer and business banking relationships by proactively identifying customers’ financial goals and needs. Provide excellent service, resolve issues, and drive retention through pre-set appointments, Centers of Influence, referrals, and follow-up. Educate customers on deposit and lending products and help them optimize online, mobile, and ATM banking technology, while maintaining compliance with operational, risk, security, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Financial Relationship Banker

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Last checked: 4 hours agoStatus: Live

Job Summary

Build and grow consumer and business banking relationships by proactively identifying customers’ financial goals and needs. Provide excellent service, resolve issues, and drive retention through pre-set appointments, Centers of Influence, referrals, and follow-up. Educate customers on deposit and lending products and help them optimize online, mobile, and ATM banking technology, while maintaining compliance with operational, risk, security, and regulatory policies.
Location: Wisconsin
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide excellent customer service and resolve customer issues.
  • •Proactively grow customer relationships using pre-set appointments, Centers of Influence, a disciplined sales process, follow-up, and referrals from customers and partners.
  • •Educate and refer customers to other bank areas 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 requirements.

Key Requirements

  • •High School Diploma or GED and at least 1 year of customer service and sales in banking, financial services, or goal-driven retail sales; or B2B sales experience; or military service in an administration/contracting/civil affairs role.
  • •Subject to additional background check requirements, including providing fingerprints as required by NMLS regulations.
  • •Bachelor’s Degree and 1 year or more in customer service and sales in banking, financial services, goal-driven retail sales, or B2B sales experience.
  • •Ability to build, deepen, and retain customer relationships.
  • •Demonstrated acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
Experience:1+ years
Education:High School
Skills:Customer serviceSalesRelationship buildingCommunication skillsPresentation 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