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Huntington3 weeks ago

Preferred Banker

Hybrid · Charleston, West Virginia, United States or Morgantown, West Virginia, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Large

Job Summary

Preferred Banker responsible for managing an assigned portfolio of high-value customers across bank branches, driving growth through deposit products, consumer/home lending, investments, and credit management. Proactively identify financial goals and needs, build relationships through pre-set appointments, outside calling, Centers of Influence, referrals, and a disciplined sales process; educate customers on optimizing bank technology and deepen relationships with cross-selling of banking products and services. Maintain knowledge of products/services/policies to provide excellent service, demonstrate strong sales, relationship-management and communication skills, and adhere to operational, security, risk, and regulatory procedures. Office-based roles with a hybrid work arrangement offering potential in-office and at-home work, with remote opportunities available as described by the hiring team.} ,

Required Qualifications

  • High School Diploma or GED
  • Minimum 2 years customer service and sales in banking, financial services or goal-driven retail sales with emphasis on investment or lending and sales experience
  • FINRA Licenses (must have at least 3 of the following in active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE)
  • If not all 5 licenses, must acquire remaining 2 within 120 days of hire
  • Bachelor's Degree (preferred) and 2+ years in banking/financial services (preferred)
  • Ability to drive sales and manage a book of business
  • Excellent verbal and written communication skills
  • Comfort with technology (mobile/online banking)
  • Knowledge of deposit products

Additional Requirements

  • Must be currently authorized to work in the United States on a full-time basis
  • Huntington will not sponsor immigration benefits
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Huntington

Preferred Banker

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