Preferred Banker - Elm Grove, WI

Huntington National Bank • Greenfield, WI

10d • Onsite

About The Position

As a Preferred Banker, you manage an assigned portfolio of high-value customers across multiple bank branches. The role calls for 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 requires developing business through a disciplined sales process, providing customer education, building internal partnerships, and maintaining knowledge of bank products, services, technology, and policies. The role is classified as exempt and has an office workplace type. Specific work arrangements, if applicable, will be provided by the hiring team.

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 specified licenses in active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; and SIE (Securities Industry Essentials).
• If the required licenses are not all held at hire, the remaining licenses must be acquired within 120 days of the hire date; failure to obtain required licensure within that period makes the colleague ineligible to continue in the position.
• Must be currently authorized to work in the United States on a full-time basis; the employer will not sponsor immigration benefits.

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 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 and refer customers to other areas of the bank to deepen relationships and build strong 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 to provide the best service to customers.
• Demonstrate acumen 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
• Career Level: Mid Level
• Education Level: High school or GED