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Relationship Banker
Huntington Bancshares
Delaware, OH, United States
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Description
A Relationship Banker IV is a seasoned professional who manages a portfolio of high value consumer and business customers. Your success is driven by your high degree of proficiency in consumer and business deposit products, consumer/home lending, business lending and credit management so that you may build consumer and business relationships by proactively recommending appropriate deposit, loan and other banking products.
Your responsibilities include:
• Proactively driving sales through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, referrals from customers and other partners.
• Consistently developing business through a calling program while also servicing walk in customers.
• Educating both consumer and business customers on leveraging technology in order to drive sales and service.
• Developing key business and community relationships by being active in the community.
• Accurately and efficiently assist on an as needed basis customer transactions while providing exemplary customer service.
• Adhering to all operational, security, risk and regulatory policies and procedures.
• Maintaining knowledge of all products, services, technology and policies to provide the best service to customers.
• Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.
Basic Qualifications
• High School Diploma or GED
• 3 years customer service and sales banking, financial services or goal driven retail sales.
• 2 years of retail banking sales experience with an emphasis on business lending and business sales experience.
• FINRA Licenses (required):
◦ Series 6 or 7
◦ Life Insurance (Health Insurance is optional at hire but must be obtained within 120 days of start date)
◦ 63 or 66 (Optional at hire but must be obtained within 120 days of start date)
OR
• Bachelor's Degree
• 2 years customer service and sales banking, financial services or goal driven retail sales.
• 2 years of retail banking sales experience with an emphasis on business lending and business sales experience
• FINRA Licenses (required):
◦ Series 6 or 7
◦ Life Insurance (Health Insurance is optional at hire but must be obtained within 120 days of start date)
◦ 63 or 66 (Optional at hire but must be obtained within 120 days of start date)
Preferred Qualifications
• Career minded individuals that want to join an organization where they can gain experience and build a career. Huntington provides career paths and development plans to get you where you want to go.
• Bachelor's Degree.
• Strong comfort level with technology such as mobile services and online banking services is a plus