Financial Relationship Banker - White Oak

Huntington National Bank • White Oak, PA

3d • 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 offers an inclusive team environment where colleagues can share ideas that influence customers, the bank, and the community.

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 an administration, contracting, civil affairs, or similar role.
• Provide fingerprints as required by NMLS regulations and meet additional background check requirements.
• Ability to build, deepen, and retain relationships.
• Excellent verbal and written communication skills.
• Comfort using technology such as mobile services and online banking.

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.
• Demonstrated acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
• 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, 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 bank technology, including 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
• Career Level: Entry Level
• Education Level: High school or GED