Financial Relationship Banker - Monroe Sterlington

Huntington National Bank • Monroe, LA

8d • 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 and recommend appropriate deposit, loan, and other banking products and services. The role is based in an office and is eligible for overtime pay.

You provide customer service, resolve issues, build relationships, educate customers about banking products and technology, and follow operational, security, risk, and regulatory policies. You also connect customers with other areas of the bank to deepen relationships and build internal partnerships.

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 administration, contracting, civil affairs, or similar role is also accepted.
• The position is subject to additional background check requirements, including providing fingerprints as required by NMLS regulations.
• 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 and 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 services and online banking services.
• Knowledge of consumer and business deposit products.

Responsibilities

• Provide excellent customer service and effectively resolve customer issues.
• Proactively 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 optimizing their use of online, mobile, and ATM banking.
• Maintain knowledge of products, services, technology, and policies.
• Adhere to operational, security, risk, and regulatory policies and procedures.
• Perform other duties as assigned.

What This Job Offers

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