Financial Relationship Banker

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

Build and retain consumer and business customer relationships by identifying financial goals and needs and recommending suitable deposit, loan, and other banking products. Proactively grow relationships through disciplined sales processes, appointments, referrals, and follow-up. Provide excellent customer service, resolve customer issues, educate clients on bank technology (online, mobile, ATM), and maintain knowledge of products, services, technology, and policies while following all operational, security, risk, and regulatory procedures.

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Huntington Bancshares
Huntington Bancshares
1 day ago

Financial Relationship Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Build and retain consumer and business customer relationships by identifying financial goals and needs and recommending suitable deposit, loan, and other banking products. Proactively grow relationships through disciplined sales processes, appointments, referrals, and follow-up. Provide excellent customer service, resolve customer issues, educate clients on bank technology (online, mobile, ATM), and maintain knowledge of products, services, technology, and policies while following all operational, security, risk, and regulatory procedures.
Location: Madison
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.
  • •Proactively identify opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, and referrals/follow-up.
  • •Educate and refer customers to other areas of the bank to deepen relationships and build internal partnerships.
  • •Educate customers on optimizing their use of bank technology (online, mobile, and ATM banking).
  • •Maintain knowledge of products, services, technology, and policies; 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 or goal-driven retail sales, business-to-business sales, or military service in related administration/contracting/civil affairs roles.
  • •Demonstrated ability to build, deepen, and retain customer relationships.
  • •Acumen in banking, sales, investments, and consumer/business lending, plus customer service and presentation skills.
  • •Excellent verbal and written communication skills.
  • •Comfort with technology such as mobile services and online banking services.
Experience:1+ yearsBankingFinancial servicesRetail salesBusiness-to-business sales
Education:High School
Skills:Customer serviceRelationship buildingCommunicationSales acumenPresentation skills
Tech Stack:Online bankingMobile servicesATM 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