Preferred Banker - The Woodlands, TX

About the role

As a Preferred Banker, you are responsible for managing an assigned portfolio of high-value customers across multiple bank branches. Your success is driven by your high degree of proficiency in deposit products, consumer/home lending, investments, and credit management to build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan, and other banking products and services.

Responsibilities

• Proactively identify opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing 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 to provide the best service to customers.
• Demonstrate acumen in sales, customer service, relationship management, banking, investments, lending, communication, and presentation.
• Adhere to all operational, security, risk, and regulatory policies and procedures.
• Perform other duties as assigned.

Requirements

• High School Diploma or GED and a minimum of 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales with an emphasis on investment or lending and sales experience.
• FINRA Licenses (required): 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.

Qualifications

• Bachelor’s Degree and 2 years or more in customer service and sales in banking, financial services, or goal-driven retail sales with an emphasis on investment or business lending and business sales experience (preferred).
• Ability to drive sales and manage a book of business.
• Ability to build, deepen, and retain relationships.
• Demonstrated acumen in banking, investments, lending, sales, customer service, and presentation skills.
• Excellent verbal and written communication skills.
• Comfort with technology such as mobile services and online banking services.
• Knowledge of deposit products.

Workplace Type

This is an office-based role. Certain positions outside our branch network may be eligible for a flexible work arrangement, combining in-office and work-from-home opportunities. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits. Applicants must be currently authorized to work in the United States on a full-time basis.