Preferred Banker - Holland MI

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

Manage a portfolio of high-value customers across multiple bank branches by proactively identifying goals and recommending appropriate deposit, loan, investment, and credit solutions. Drive relationship growth through a disciplined sales process, follow-up programs, referrals from customers and colleagues, and appointments. Educate customers on bank technology (online, mobile, ATM) and deepen partnerships across the bank while adhering to operational, risk, security, and regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
3 days ago

Preferred Banker - Holland MI

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Last checked: 13 hours agoStatus: Live

Job Summary

Manage a portfolio of high-value customers across multiple bank branches by proactively identifying goals and recommending appropriate deposit, loan, investment, and credit solutions. Drive relationship growth through a disciplined sales process, follow-up programs, referrals from customers and colleagues, and appointments. Educate customers on bank technology (online, mobile, ATM) and deepen partnerships across the bank while adhering to operational, risk, security, and regulatory requirements.
Location: Michigan
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Proactively identify opportunities to grow customer relationships through an assigned portfolio, pre-set appointments, outside calling, Centers of Influence, and a disciplined sales process.
  • •Follow up with new customers and source referrals from customers, bank colleagues, and partners to expand relationships.
  • •Educate customers on deposit products, lending, investing, credit management, and how to optimize bank technology (online, mobile, and ATM banking).
  • •Maintain knowledge of products, services, technology, and policies to provide the best customer service.
  • •Demonstrate sales, customer service, relationship management, and banking acumen while adhering to operational, security, risk, and regulatory policies and procedures.

Key Requirements

  • •High School Diploma or GED and minimum of 2 years of customer service and sales in banking/financial services or goal-driven retail sales, with an emphasis on investment or lending.
  • •FINRA licenses in active status: must have 3 of the 5 (Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE). Acquire any missing licenses within 120 days of hire.
  • •Ability to drive sales and manage a book of business.
  • •Strong relationship building, retention, and retention skills.
  • •Comfort with technology such as mobile services and online banking services.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:SalesCustomer serviceRelationship managementCommunicationPresentation
Licenses:FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66SIEState Life and Health Insurance License
Tech Stack:Mobile bankingOnline 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