Financial Relationship Banker - Shorewood

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

Build and grow consumer and business customer relationships in a branch environment by identifying financial goals and recommending appropriate deposit, loan, and other banking products. Provide excellent customer service, resolve customer issues, and drive relationship growth through pre-set appointments, Centers of Influence, disciplined follow-up, and referrals. Educate customers on using online, mobile, and ATM banking while maintaining knowledge of products, policies, and regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
1 month ago

Financial Relationship Banker - Shorewood

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Last checked: 19 hours agoStatus: Live

Job Summary

Build and grow consumer and business customer relationships in a branch environment by identifying financial goals and recommending appropriate deposit, loan, and other banking products. Provide excellent customer service, resolve customer issues, and drive relationship growth through pre-set appointments, Centers of Influence, disciplined follow-up, and referrals. Educate customers on using online, mobile, and ATM banking while maintaining knowledge of products, policies, and regulatory requirements.
Location: Milwaukee
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 through pre-set appointments, Centers of Influence, a disciplined sales process, and follow-up.
  • •Educate and refer customers to other bank areas to deepen relationships and strengthen internal partnerships.
  • •Educate customers on optimizing use of bank technology, including online, mobile, and ATM banking.
  • •Maintain knowledge of products, services, technology, and policies, and adhere to operational, security, risk, and regulatory procedures.

Key Requirements

  • •High School Diploma or GED and at least 1 year of customer service and sales in banking, financial services, goal-driven retail sales, business-to-business sales, or military service in a related role.
  • •Subject to additional background check requirements, including providing fingerprints as required by NMLS regulations.
  • •Bachelor’s Degree and 1+ year in customer service and sales in banking/financial services or goal-driven retail sales, or business-to-business sales experience.
  • •Ability to build, deepen, and retain customer relationships.
  • •Excellent verbal and written communication skills.
Experience:1+ yearsBankingFinancial services
Education:High School
Skills:Customer serviceRelationship buildingCommunicationSalesPresentation
Licenses:NMLS
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