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Senior Financial Services Specialist

3 weeks ago


Elm Grove, Wisconsin, United States Huntington National Bank Full time

At Huntington National Bank, we're seeking a Senior Financial Services Specialist to join our team. As a key member of our financial services group, you'll play a vital role in building long-lasting relationships with clients and providing personalized financial solutions tailored to their unique needs.

About the Role

In this position, you'll work closely with branch staff to uncover client needs and offer appropriate financial solutions for short-term and long-term goals. Your expertise will enable you to provide investment/insurance solutions based on a comprehensive financial planning approach, incorporating all assets, goals, time horizon, and risk tolerances.

Responsibilities
  • Manage personal production goals and customer service objectives for assigned branches and/or book of business.
  • Develop and implement effective strategies to identify and profile customers' short-term and long-term goals.
  • Provide ongoing training and sales support to assigned branches to deliver exceptional customer experiences.
  • Partner with various lines of business to provide clients with best-in-class solutions for all their needs.
Qualifications
  • Bachelor's Degree or equivalent experience.
  • Minimum 1 year of investment sales experience.
  • Series 7, 63, 65/66, and Life and Health Licenses.