Financial Relationship Banker

1 day ago


Utica, New York, United States Huntington National Bank Full time
Job Summary

A Relationship Banker plays 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.

Key Responsibilities
  • Provide excellent customer service and effectively resolve customer issues.
  • Proactively identify 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.
  • Educate and refer customers to other areas of the bank to deepen relationships and build strong internal partnerships.
  • Educate customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
  • Maintain knowledge of all products, services, technology and policies.
  • Adhere to all operational, security, risk and regulatory policies and procedures.
  • Demonstrate acumen in sales, customer service, relationship management, banking, consumer lending, business banking, business lending, communication and presentation.
Requirements
  • High School Diploma or GED
  • 2 years customer service and sales in banking, financial services or goal driven retail sales. Can include military service in an administration, contracting, civil affairs or similar role.
  • 1 year consumer and business deposit products - lending knowledge OR Business to Business sales experience
Preferred Qualifications
  • Career minded individuals that want to join an organization where they can gain experience and build a career. Huntington provides career paths and development plans to get you where you want to go
  • Bachelor's degree
  • Comfort with technology such as mobile services and online banking services are a plus


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