Preferred Banker - Macon, GA

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

Manage a portfolio of high-value customers across multiple bank branches by proactively identifying goals and recommending appropriate deposit, loan, and other banking products. Drive relationship growth through appointments, outside calling, referrals, and follow-up, while educating customers on banking technology and product optimization. Demonstrate strong customer service, sales, relationship management, and presentation skills, and comply with operational, security, risk, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
3 days ago

Preferred Banker - Macon, GA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 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, and other banking products. Drive relationship growth through appointments, outside calling, referrals, and follow-up, while educating customers on banking technology and product optimization. Demonstrate strong customer service, sales, relationship management, and presentation skills, and comply with operational, security, risk, and regulatory policies.
Location: United States
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, and referral sourcing.
  • •Follow a disciplined sales process and execute a new-customer follow-up program to convert opportunities.
  • •Educate customers on deposit products, lending, investments, and how to optimize online, mobile, and ATM banking technology.
  • •Maintain knowledge of products, services, technology, and policies to provide best-in-class service.
  • •Adhere to operational, security, risk, and regulatory policies and procedures.

Key Requirements

  • •High School Diploma or GED with at least 2 years of customer service and sales in banking, financial services, or goal-driven retail sales focused on investments or lending.
  • •FINRA licenses: maintain 3 of 5 in active status (Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE). If missing, acquire the remaining 2 within 120 days of hire.
  • •Ability to drive sales and manage a book of business.
  • •Ability to build, deepen, and retain customer relationships.
  • •Comfort with technology such as mobile services and online banking.
Experience:2+ yearsBankingFinancial servicesRetail sales
Education:High School
Skills:Customer serviceSalesRelationship managementCommunicationPresentation
Licenses:FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66State Life and Health Insurance LicenseSIE – Securities Industry Essentials
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