Financial Relationship Banker - Warren, OH

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: certificationSkills: ["Relationship building","Customer service","Communication","Sales acumen","Technology comfort"]

Build and grow consumer and business customer relationships in a branch setting by proactively identifying customer goals and recommending suitable deposit, loan, and related banking products. Resolve complex customer issues, accurately process transactions, and maintain daily balances. Drive business development through calling and appointment follow-up, educate customers on bank technology, and ensure compliance with operational, security, risk, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
3 days ago

Financial Relationship Banker - Warren, OH

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Last checked: 4 hours agoStatus: Live

Job Summary

Build and grow consumer and business customer relationships in a branch setting by proactively identifying customer goals and recommending suitable deposit, loan, and related banking products. Resolve complex customer issues, accurately process transactions, and maintain daily balances. Drive business development through calling and appointment follow-up, educate customers on bank technology, and ensure compliance with operational, security, risk, and regulatory policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide excellent customer service and resolve complex customer issues.
  • •Process customer transactions accurately and efficiently and balance daily.
  • •Drive business development through calling and a consistent customer follow-up program while servicing walk-ins.
  • •Proactively grow relationships using pre-set appointments, outside calling, Centers of Influence, disciplined sales process, and referral sourcing.
  • •Educate customers on bank technology and refer customers to other bank areas to deepen relationships and build internal partnerships.

Key Requirements

  • •High School Diploma or GED with at least 1 year of customer service and sales in banking/financial services or goal-driven retail sales, or B2B sales, or military service in an administrative/contracting/civil affairs role.
  • •FINRA: must hold 3 of the following 5 licenses in active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE (Securities Industry Essentials); acquire remaining licenses within 120 days of hire if needed.
  • •Subject to additional background check requirements, including providing fingerprints as required by NMLS regulations.
  • •Adhere to all operational, security, risk, and regulatory policies and procedures.
Experience:1+ yearsBankingFinancial servicesCustomer serviceSales
Education:Certification / Diploma
Skills:Relationship buildingCustomer serviceCommunicationSales acumenTechnology comfort
Licenses:FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66State Life and Health Insurance LicenseSIE (Securities Industry Essentials)
Certifications:FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66State Life and Health Insurance LicenseSIE (Securities Industry Essentials)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