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Financial Relationship Banker - Anna, TX

Huntington Bank -
Anna, TX

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Job Details

Full-time

Qualifications

Customer follow-ups
Investment
Commercial banking expertise
Customer communication
Financial sales
Financial services customer support
Customer relationship building
Referral-based lead generation
Military
Sales referrals
Promoting bank products
Compliance with security regulations
High school diploma or GED
B2B business model
Bachelor's degree
Managing clients in a finance role
Financial product expertise
Financial goal setting advisory services
Business development within finance
Client acquisition
Assisting with digital banking services
Corporate sales environment
Customer support for financial loans
Client referrals
Financial acumen
Communication skills
Sales follow-up
Entry level
Retail sales
Industry knowledge of retail banking

Full Job Description

Description

Summary:

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Duties & Responsibilities:

Providing excellent customer service and effectively resolving customer issues.
Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
Maintaining your knowledge of all products, services, technology and policies.
Adhering to all operational, security, risk and regulatory policies and procedures.
Other duties as assigned.

Basic Qualifications:

High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.

Preferred Qualifications:

Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience.
Ability to build, deepen and retain relationships.
Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
Excellent verbal and written communication skills.
Comfort with technology such as mobile services and online banking services.

Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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