Financial Relationship Banker _ Alpharetta, GA

Huntington National Bank•Alpharetta, GA
•Onsite

About The Position

As a Financial Relationship Banker, you help consumer and business customers achieve their financial goals by retaining and growing customer relationships. You proactively identify customers’ financial goals and needs, then recommend appropriate deposit, loan, and other banking products and services. The role is part of a welcoming and inclusive branch banking team where colleagues can share ideas that affect customers, the bank, and the community. The position is listed as an office workplace type. The posting notes that some positions outside the branch network may be eligible for flexible work arrangements, but does not specify such an arrangement for this role.

Requirements

  • High school diploma or GED and 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 administration, contracting, civil affairs, or similar role is also accepted.
  • Ability to build, deepen, and retain relationships.
  • Excellent verbal and written communication skills.
  • Comfort with technology such as mobile services and online banking services.
  • Knowledge of consumer and business deposit products.

Nice To Haves

  • Bachelor's degree and at least 1 year of customer service and sales experience in banking, financial services, goal-driven retail sales, or business-to-business sales.
  • Acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.

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 technology.
  • Maintain knowledge of products, services, technology, and policies.
  • Adhere to operational, security, risk, and regulatory policies and procedures.
  • Perform other duties as assigned.
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