Financial Relationship Banker

Huntington National BankIndianapolis, IN
10dHybrid

About The Position

A Relationship Banker plays a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Your responsibilities include: Providing excellent customer service and effectively resolving complex customer issues. Proactively identifies opportunities to grow customer relationships through 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. Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining your knowledge of all products, services, technology and policies. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.

Requirements

  • High School Diploma or GED 3 years customer service and sales in banking, financial services or goal driven retail sales. Can include military service in an administration, contracting, civil affairs or similar role.
  • OR Bachelor's Degree 2 year customer service and sales banking, financial services or goal driven retail sales. Can include military service in an administration, contracting, civil affairs or similar role.

Nice To Haves

  • 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
  • Comfort with technology such as mobile services and online banking services are a plus

Responsibilities

  • Providing excellent customer service and effectively resolving complex customer issues.
  • Proactively identifies opportunities to grow customer relationships through 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.
  • Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
  • Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
  • Maintaining your knowledge of all products, services, technology and policies.
  • Adhering to all operational, security, risk and regulatory policies and procedures.
  • Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service