Preferred Banker - Elm Grove, WI

Huntington National Bank • Greenfield, WI

12d • Onsite

About The Position

As a Preferred Banker, you manage an assigned portfolio of high-value customers across multiple bank branches. The role requires proficiency in deposit products, consumer and home lending, investments, and credit management. You build customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan, and other banking products and services.

The position focuses on growing customer relationships, educating customers about the bank’s products and technology, and building internal partnerships through referrals. You must maintain knowledge of products, services, technology, and policies; provide strong customer service; and follow operational, security, risk, and regulatory procedures. The role is office-based in Elm Grove, Wisconsin.

Requirements

• High school diploma or GED.
• At least 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales, with an emphasis on investment or lending and sales experience.
• Must hold at least 3 of the following 5 licenses in active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE (Securities Industry Essentials).
• If the candidate holds at least 3 but not all required licenses, the remaining licenses must be acquired within 120 days of the hire date; failure to obtain them makes the colleague ineligible to continue in the position.

Nice To Haves

• Bachelor's degree.
• At least 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales, with an emphasis on investment or business lending and business sales experience.
• Ability to drive sales and manage a book of business.
• Ability to build, deepen, and retain relationships.
• Acumen in banking, investments, lending, sales, customer service, and presentation skills.
• Excellent verbal and written communication skills.
• Comfort with technology such as mobile services and online banking services.
• Knowledge of deposit products.

Responsibilities

• Proactively identify opportunities to grow customer relationships through an assigned customer portfolio, preset appointments, outside calling, Centers of Influence, a disciplined sales process, a new customer follow-up program, and referrals from customers, bank colleagues, and partners.
• Educate customers and refer them to other areas of the bank to deepen relationships and build internal partnerships.
• Educate customers on using bank technology, including online, mobile, and ATM banking.
• Maintain knowledge of products, services, technology, and policies to provide the best service to customers.
• Apply skills in sales, customer service, relationship management, banking, investments, lending, communication, and presentation.
• Adhere to 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