Senior Premier, Preferred Finra Licensed Banker

Huntington Bancshares
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Relationship building","Communication","Sales","Presentation"]

Manage a portfolio of high-value customers across multiple branches by proactively identifying goals and recommending appropriate deposit, lending, investment, and credit solutions. Drive relationship growth through appointments, outside calling, centers of influence, referrals, and follow-up programs. Educate customers on deposit products and optimize use of online/mobile/ATM banking technology, while maintaining required knowledge and complying with operational, risk, security, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
5 hours ago

Senior Premier, Preferred Finra Licensed Banker

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Last checked: 5 hours agoStatus: Live

Job Summary

Manage a portfolio of high-value customers across multiple branches by proactively identifying goals and recommending appropriate deposit, lending, investment, and credit solutions. Drive relationship growth through appointments, outside calling, centers of influence, referrals, and follow-up programs. Educate customers on deposit products and optimize use of online/mobile/ATM banking technology, while maintaining required knowledge and complying with operational, risk, security, and regulatory policies.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Manage an assigned portfolio of high-value customers across multiple bank branches by proactively identifying financial goals and needs.
  • •Grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, centers of influence, disciplined sales process, new customer follow-up, and referrals.
  • •Educate and refer customers to other bank areas to deepen relationships and strengthen internal partnerships.
  • •Educate customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
  • •Maintain knowledge of products, services, technology, and policies; adhere to operational, security, risk, and regulatory procedures.

Key Requirements

  • •High School Diploma or GED and at least 2 years of customer service and sales in banking/financial services or goal-driven retail sales with emphasis on investment or lending.
  • •FINRA licensure: must have 3 of the listed licenses active (Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE) and acquire any remaining licenses within 120 days of hire.
  • •Experience demonstrating sales, customer service, relationship management, banking, investments, lending, and communication/presentation skills.
  • •Ability to drive sales and manage a book of business.
  • •Comfort with technology such as mobile services and online banking.
Experience:2+ yearsBankingFinancial servicesRetail sales
Education:Bachelor's
Skills:Relationship buildingCommunicationSalesPresentation
Certifications:FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66SIEState 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