Financial Relationship Banker-SouthPark NC

Huntington National Bank•Charlotte, NC
•Onsite

About The Position

As a Financial Relationship Banker, you help consumer and business customers achieve their financial goals by identifying their needs and recommending appropriate deposit, loan, and other banking products and services. The role focuses on retaining and growing customer relationships through proactive outreach, relationship building, customer education, and excellent service. Branch colleagues work in a welcoming and inclusive team environment and can contribute ideas that affect customers, the bank, and the communities it serves. The position is based in an office workplace. It is non-exempt and eligible for overtime pay.

Requirements

  • High school diploma or GED.
  • At least 1 year of customer service and sales experience in banking, financial services, goal-driven retail sales, or business-to-business sales; alternatively, military service in administration, contracting, civil affairs, or a similar role.
  • Ability to build, deepen, and retain relationships.
  • 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.
  • Must be currently authorized to work in the United States on a full-time basis; the employer will not sponsor applicants for immigration benefits.

Nice To Haves

  • Bachelor's degree.
  • At least 1 year of customer service and sales experience in banking, financial services, goal-driven retail sales, or business-to-business sales.

Responsibilities

  • Provide excellent customer service and effectively resolve customer issues.
  • Identify opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, a new-customer follow-up program, and referrals from customers, bank colleagues, and partners.
  • Educate customers and refer them to other areas of the bank to deepen relationships and build internal partnerships.
  • Educate customers on optimizing their use of online, mobile, and ATM banking technology.
  • Maintain knowledge of products, services, technology, and policies.
  • Follow operational, security, risk, and regulatory policies and procedures.
  • Perform other duties as assigned.
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