Preferred Banker - Sarasota, FL

Huntington Bancshares
Florida
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 needs and recommending appropriate deposit, loan, and other banking products. Drive customer growth through pre-set appointments, outside calling, referrals, and disciplined follow-up, while educating customers on banking technology. Maintain expertise in products, services, policies, and customer/account management practices, and ensure compliance with operational, security, risk, and regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
3 days ago

Preferred Banker - Sarasota, FL

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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 needs and recommending appropriate deposit, loan, and other banking products. Drive customer growth through pre-set appointments, outside calling, referrals, and disciplined follow-up, while educating customers on banking technology. Maintain expertise in products, services, policies, and customer/account management practices, and ensure compliance with operational, security, risk, and regulatory requirements.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Proactively identify opportunities to grow customer relationships through an assigned portfolio, pre-set appointments, outside calling, Centers of Influence, disciplined sales process, and customer follow-up.
  • •Source referrals from customers, bank colleagues, and partners and educate customers on optimizing use of bank technology (online, mobile, ATM banking).
  • •Educate and refer customers to other areas of the bank to deepen relationships and build strong internal partnerships.
  • •Maintain knowledge of all products, services, technology, and policies to provide best service to customers.
  • •Adhere to operational, security, risk, and regulatory policies and procedures.

Key Requirements

  • •High School Diploma or GED and minimum of 2 years customer service and sales in banking, financial services, or goal-driven retail sales with emphasis on investment or lending.
  • •Maintain FINRA licensure: hold 3 of the 5 required active licenses (Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE). If not held, acquire remaining licenses within 120 days of hire.
  • •Ability to drive sales and manage a book of business.
  • •Demonstrated acumen in relationship management, sales, customer service, banking, investments, lending, and communication/presentation.
  • •Comfort with technology such as mobile services and online banking services.
Experience:2+ yearsBankingFinancial servicesInvestmentsLending
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: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