Preferred Banker

Huntington National Bank • Parkersburg, WV

1d • 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 suitable deposit, loan, and other banking products and services.

The position is classified as exempt from overtime pay. The listed workplace type is Office. Huntington states that some positions outside its branch network may be eligible for flexible work arrangements, but specific arrangements are 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 following 5 licenses in active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE – Securities Industry Essentials. Candidates who have at least 3 but not all required licenses must acquire the remaining 2 within 120 days of hire. Failure to obtain the required licenses within that period makes the colleague ineligible to continue in the position.

Nice To Haves

• Bachelor's degree and 2 or more 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 optimizing their use of online, mobile, and ATM banking technology.
• Maintain knowledge of products, services, technology, and policies to provide customer service.
• 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
• Education Level: High school or GED