Financial Relationship Banker - Morgantown, WV

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Verbal communication","Written communication","Presentation skills"]

Build and grow consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan, and other banking products. Provide excellent service by resolving customer issues, following a disciplined sales process, and expanding relationships through appointments, referrals, and customer follow-up. Educate customers on bank technology and maintain up-to-date knowledge of products, services, technology, and policies while following all operational, security, risk, and regulatory procedures.

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Huntington Bancshares
Huntington Bancshares
2 days ago

Financial Relationship Banker - Morgantown, WV

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Build and grow consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan, and other banking products. Provide excellent service by resolving customer issues, following a disciplined sales process, and expanding relationships through appointments, referrals, and customer follow-up. Educate customers on bank technology and maintain up-to-date knowledge of products, services, technology, and policies while following all operational, security, risk, and regulatory procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide excellent customer service and effectively resolve customer issues.
  • •Identify opportunities to grow customer relationships using pre-set appointments, centers of influence, a disciplined sales process, and referrals.
  • •Follow up with new customers to support retention and growth of relationships.
  • •Educate customers and refer them to other areas of the bank to deepen internal partnerships.
  • •Educate customers on how to optimize use of bank technology (online, mobile, and ATM banking) and maintain product/policy knowledge while following all required procedures.

Key Requirements

  • •High school diploma or GED and at least 1 year of customer service and sales experience in banking/financial services or goal-driven retail sales, B2B sales, or qualifying military service in an admin/contracting/civil affairs role.
  • •Ability to provide excellent customer service and effectively resolve customer issues.
  • •Proactively identify opportunities to grow customer relationships through pre-set appointments, disciplined sales processes, customer follow-up, and referrals.
  • •Educate customers on optimizing their use of bank technology (online, mobile, and ATM banking).
  • •Maintain knowledge of products, services, technology, and policies while adhering to operational, security, risk, and regulatory procedures.
Experience:1+ yearsBankingFinancial servicesCustomer serviceRetail salesBusiness-to-business sales
Education:High School
Skills:Customer serviceRelationship buildingVerbal communicationWritten communicationPresentation 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