Preferred Banker - Birmingham AL

Huntington National Bank • Birmingham, AL

3d • 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 relationships by proactively identifying customers’ financial goals and needs and recommending appropriate deposit, loan, and other banking products and services.

The position is designated as office-based. Huntington notes that some positions outside its branch network may qualify for flexible arrangements, but specific work arrangements are provided by the hiring team. Applicants must already be authorized to work in the United States on a full-time basis; Huntington will not sponsor applicants for immigration benefits.

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.
• At least 3 of the following 5 licenses must be active: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE – Securities Industry Essentials. If the candidate has at least 3 but not all required licenses, the remaining 2 must be acquired within 120 days of hire. Failure to obtain the required licenses within that period makes the colleague ineligible to continue in the position.
• Applicants must be currently authorized to work in the United States on a full-time basis.

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, pre-set 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 internal partnerships.
• Educate customers on how to optimize their use of online, mobile, and ATM banking.
• Maintain knowledge of products, services, technology, and policies to provide the best service to customers.
• Apply sales, customer service, relationship management, banking, investment, lending, communication, and presentation skills.
• 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