Financial Relationship Banker
Listed on 2025-12-31
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Finance & Banking
Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Overview
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker - Registered
, you look out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
- Provides excellent customer service and effectively resolving complex customer issues.
- Process customer transactions accurately and efficiently and balance daily.
- Maintain consistent business development and calling program while servicing walk-in customers.
- Proactively identify opportunities to grow customer relationships through pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and referrals from customers, bank colleagues and partners.
- Educate and refer customers to other areas of the bank to deepen relationships and build strong internal partnerships.
- Educate customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
- Maintain knowledge of all products, services, technology and policies.
- Adhere to all operational, security, risk and regulatory policies and procedures.
- Perform other duties as assigned.
- High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.
- FINRA Licenses (required):
Candidate must have 3 of the following 5 licenses in an active status:
Series 6 or 7;
Series 63 or 66;
State Life and Health Insurance License; SIE – Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period will result in ineligibility to continue in the position.
- Bachelor s Degree and 2 years or more in customer service and sales banking, financial services or goal driven retail sales.
- Ability to build, deepen and retain relationships.
- Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
- Excellent verbal and written communication skills.
- Comfort with technology such as mobile services and online banking services.
- Knowledge of consumer and business deposit products.
Exempt Status:
Yes = not eligible for overtime pay;
No = eligible for overtime pay. No
Office
Equal Opportunity EmployerHuntington is an Equal Opportunity Employer. Huntington will not sponsor applicants for immigration benefits. Applicants must be currently authorized to work in the United States on a full-time basis.
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