Preferred Banker - Birmingham AL

Huntington National Bank • Birmingham, AL

1d • 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 relationships by proactively identifying customers’ financial goals and needs and recommending appropriate deposit, loan, and other banking products and services.

The position is office-based. Applicants must be currently authorized to work in the United States on a full-time basis; Huntington will not sponsor applicants for immigration benefits. The role is classified as exempt from overtime pay.

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 specified FINRA or insurance licenses must be active: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; and 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 required licensure within that period makes the colleague ineligible to continue in the position.
• 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 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 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
• Education Level: High school or GED