Financial Relationship Banker - Shorewood

Huntington National Bank • Milwaukee, WI

11d • Onsite

About The Position

As a Financial Relationship Banker, you help consumer and business customers achieve their financial goals by retaining and growing their relationships with the bank. You proactively identify customers’ financial goals and needs and recommend appropriate deposit, loan, and other banking products and services. The role is based in an office and involves customer service, relationship development, referrals, and helping customers use banking technology. The position is 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; military service in an administrative, contracting, civil affairs, or similar role may also qualify.
• Must meet additional background-check requirements, including providing fingerprints as required by NMLS regulations.
• 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.
• 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 and online banking services.
• Knowledge of consumer and business deposit products.

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 and refer customers to other areas of the bank to deepen relationships and build internal partnerships.
• Educate customers on how to optimize their use of online, mobile, and ATM banking.
• Maintain knowledge of products, services, technology, and policies.
• Follow operational, security, risk, and regulatory policies and procedures.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED