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Financial Relationship Banker (EDGEWOOD)

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.
  • Knowledge of consumer and business deposit products.


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

No

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 is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

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.

Average salary estimate

$55000 / YEARLY (est.)
min
max
$45000K
$65000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Relationship Banker (EDGEWOOD), Huntington

Welcome to the Financial Relationship Banker role at Huntington in Edgewood, KY! Here, every day is an opportunity to uplift our customers' financial journeys. You'll thrive in a supportive team environment that values your ideas and opinions, letting you truly make a difference for our bank and community. As a Financial Relationship Banker, your focus is on cultivating and strengthening the relationships we have with both consumer and business customers. By proactively identifying their financial needs, you’ll be recommending tailored deposit and loan products and a variety of banking services. It's not just about transactions; it's about providing exceptional customer service and resolving issues to ensure customer satisfaction. You'll become an invaluable resource, using your knowledge to educate customers about our banking technologies, guiding them to optimize their experience through online, mobile, and ATM banking. Your day-to-day will also involve adhering to our operational processes, being up to date with our products and services, and collaborating closely with your team to generate referrals that enhance customer relationships. This is a fantastic opportunity for individuals with a knack for communication and a passion for helping others achieve their financial goals. If you're ready to join a dynamic team where you can truly make a difference, Huntington is excited to hear from you!

Frequently Asked Questions (FAQs) for Financial Relationship Banker (EDGEWOOD) Role at Huntington
What responsibilities does a Financial Relationship Banker at Huntington involve?

A Financial Relationship Banker at Huntington is responsible for building and maintaining relationships with both consumers and businesses. This entails identifying financial needs, providing exceptional customer service, resolving issues, and recommending banking products and services like deposits and loans. Additionally, this role involves educating customers about various banking technologies and internal resources to maximize their banking experience.

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What qualifications are needed for the Financial Relationship Banker position at Huntington?

To qualify for the Financial Relationship Banker position at Huntington, candidates should possess at least a High School Diploma or GED along with a minimum of one year of relevant experience in customer service and sales, ideally in the banking or financial service sectors. Preferred qualifications include a Bachelor's Degree and further experience in these areas, showcasing a strong ability in sales, relationship management, and excellent communication skills.

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What skills are beneficial for a Financial Relationship Banker at Huntington?

Critical skills for a Financial Relationship Banker at Huntington include strong verbal and written communication abilities, a customer-centric attitude, proficiency with technology relevant to banking services, and a solid understanding of deposit and lending products. Additionally, the ability to forge and sustain customer relationships is key to success in this role.

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What can I expect in terms of training and development as a Financial Relationship Banker at Huntington?

At Huntington, we recognize the importance of thorough training and development for our Financial Relationship Bankers. New hires can expect comprehensive onboarding that covers banking products, customer service principles, technology tools, and internal policies. Ongoing training opportunities will be available to ensure staff remain engaged and well-informed in a rapidly evolving banking environment.

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Is there room for career advancement as a Financial Relationship Banker at Huntington?

Yes, there is significant room for career advancement for Financial Relationship Bankers at Huntington. The role serves as a great entry point into various banking career paths, with opportunities to progress into management, specialized banking services, or other strategic roles within the bank based on performance and interests.

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Common Interview Questions for Financial Relationship Banker (EDGEWOOD)
How do you handle difficult customer situations as a Financial Relationship Banker?

In a situation with a difficult customer, I focus on actively listening to their concerns and remaining calm. I take responsibility for resolving the issue, employing empathy to understand their perspective, and providing solutions based on our banking policies. Demonstrating understanding and professionalism can often turn a challenging interaction into a positive experience.

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What strategies do you use to build relationships with customers?

Building relationships stems from consistent communication and understanding customer needs. I prioritize genuine conversations, follow up on previous topics discussed, and ensure that I’m available to assist them promptly. Being knowledgeable about their financial goals allows me to offer tailored solutions, fostering trust and loyalty.

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How familiar are you with our banking products and technology?

I have researched Huntington's banking products extensively and am familiar with the technology platforms offered. Keeping up with updates about products and systems is essential, as it enables me to provide accurate information and recommendations to customers for optimizing their banking experience, whether online or in-person.

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Can you describe a time you successfully identified a customer’s financial need?

In a past position, I noticed a customer consistently withdrawing cash for bills. I initiated a conversation about their cash flow and recommended a checking account tailored to their needs. This proactive approach not only saved them on fees but also led to additional services, enhancing their overall banking experience.

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What do you think is the key to excellent customer service?

The essence of excellent customer service lies in being attentive, empathetic, and knowledgeable. It's crucial to treat each customer interaction as an opportunity to build trust and assist them with their financial needs. A courteous demeanor, clear communication, and a proactive approach significantly enhance the service experience.

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How do you promote bank products to new customers?

Promoting bank products to new customers involves understanding their unique situations and needs. I engage in conversations, asking open-ended questions, and identifying financial goals. Then, I provide tailored solutions that address those needs while ensuring transparency about product benefits and features.

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How do you stay updated on banking regulations and policies?

I stay updated on banking regulations and policies through continuous education and training provided by the institution, industry journals, and relevant workshops. This knowledge is crucial for ensuring compliance and providing accurate information to customers about their banking options.

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Describe an example of teamwork in your previous roles.

In my previous role, our team faced a significant product launch. We collaborated closely to share insights and customer feedback, ensuring a cohesive strategy. This teamwork allowed us to make necessary adjustments ahead of the launch, ultimately leading to a successful rollout and positive customer reception.

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What motivates you to excel in the financial services industry?

I am motivated by the impact I can have in helping individuals and businesses achieve their financial goals. Each interaction provides an opportunity to make a difference in someone’s life, and being a trusted advisor in their financial journey is incredibly rewarding, driving me to excel further in this industry.

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Why do you want to work at Huntington as a Financial Relationship Banker?

I am drawn to Huntington due to its commitment to customer-centric banking and community involvement. The inclusive culture and focus on empowering employees resonate with my values, and I believe that my skills in relationship management align perfectly with the mission to help customers reach their financial goals.

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MATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 12, 2025

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