Financial Relationship Banker - Plano, TX (Park)

Huntington Bancshares
Plano
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer service","Relationship building","Communication","Sales acumen","Presentation skills"]

Help consumer and business customers achieve their financial goals by retaining and growing relationships. Proactively identify customer needs, recommend appropriate deposit, loan, and other banking products, and resolve customer issues. Use disciplined sales and appointment processes, educate customers on bank technology (online, mobile, and ATM banking), and refer them to other areas to deepen internal partnerships. Follow all operational, security, risk, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
1 month ago

Financial Relationship Banker - Plano, TX (Park)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Help consumer and business customers achieve their financial goals by retaining and growing relationships. Proactively identify customer needs, recommend appropriate deposit, loan, and other banking products, and resolve customer issues. Use disciplined sales and appointment processes, educate customers on bank technology (online, mobile, and ATM banking), and refer them to other areas to deepen internal partnerships. Follow all operational, security, risk, and regulatory policies.
Location: Plano
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide excellent customer service and resolve customer issues.
  • •Proactively grow customer relationships using pre-set appointments, Centers of Influence, a disciplined sales process, follow-up, and referrals.
  • •Educate and refer customers to other bank areas to deepen relationships and strengthen internal partnerships.
  • •Educate customers on optimizing their use of bank technology, including online, mobile, and ATM banking.
  • •Maintain knowledge of products, services, technology, and policies, and 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, goal-driven retail sales, business-to-business sales, or military service in a related role.
  • •Bachelor's degree and 1+ year in customer service and sales in banking/financial services or goal-driven retail or business-to-business sales (preferred).
  • •Ability to build, deepen, and retain customer relationships.
  • •Demonstrated acumen in banking, sales, investments, consumer lending, and business banking/business lending (preferred).
  • •Excellent verbal and written communication skills and comfort with mobile and online banking technology (preferred).
Experience:BankingFinancial servicesRetail salesBusiness-to-business salesConsumer lendingBusiness banking
Education:High School
Skills:Customer serviceRelationship buildingCommunicationSales acumenPresentation 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