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Financial Relationship Banker

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

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

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, Huntington

If you're looking to thrive in a rewarding banking environment, the Financial Relationship Banker role at Huntington in Pleasant Hills, PA, could be the perfect opportunity for you! In this engaging position, you’ll be empowered to help both consumer and business customers reach their financial dreams. As a key member of our branch, you'll have the chance to creatively identify the financial needs of our clients and recommend suitable banking products, from deposits to loans. Your day-to-day will include delivering top-notch customer service, resolving inquiries effectively, and building lasting relationships to help grow our customer base. You'll also leverage technology to educate customers about our online, mobile, and ATM banking services. With a focus on teamwork, you'll collaborate with colleagues and partners, ensuring our customers feel supported and valued. If you're passionate about customer success, enjoy problem-solving, and want to make a real impact in the financial lives of your clients, we invite you to join us at Huntington. Your role not only contributes to their goals but also cultivates a strong community around you. This is more than a job; it’s a chance to make a difference every day in Pleasant Hills, PA!

Frequently Asked Questions (FAQs) for Financial Relationship Banker Role at Huntington
What are the main responsibilities of a Financial Relationship Banker at Huntington?

As a Financial Relationship Banker at Huntington, your primary responsibilities will involve providing exceptional customer service and resolving customer inquiries efficiently. You will proactively identify opportunities to enhance customer relationships, educate clients about various banking products and services, and leverage technology to improve customer interaction. You'll also be expected to adhere to operational and security policies, all while maintaining your knowledge of our offerings to best support our consumers and business customers.

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What qualifications do I need to become a Financial Relationship Banker at Huntington?

To qualify for the Financial Relationship Banker position at Huntington, candidates generally need a High School Diploma or GED, accompanied by at least a year of customer service and sales experience in banking, financial services, or a related field. Preferred qualifications include a Bachelor's Degree and demonstrated experience in building and deepening customer relationships. Strong communication skills and comfort with banking technology are also essential for success in this role.

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What kind of training is provided for Financial Relationship Bankers at Huntington?

Huntington is committed to equipping Financial Relationship Bankers with the necessary training to excel in their roles. New hires will undergo comprehensive onboarding, which will cover the bank's products, services, and operational procedures. Continuous training on customer interaction and technology use is also provided to ensure that team members stay updated and are able to provide the best service possible.

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What is the work environment like for a Financial Relationship Banker at Huntington?

At Huntington, the work environment for a Financial Relationship Banker is inclusive and team-oriented, fostering collaboration and creativity. You'll work in a branch setting where teamwork is key, allowing you to share ideas and make a real difference. There are also flexible work arrangements available outside of the branch network, which allows for a mix of in-office and remote work options, enhancing work-life balance.

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What technology skills are necessary for a Financial Relationship Banker at Huntington?

A Financial Relationship Banker at Huntington should be comfortable with various banking technologies, including online and mobile banking services. Familiarity with consumer and business deposit products is important, as you'll be assisting clients in navigating these tools. Strong skills in communicating effectively with customers about these technologies will greatly enhance customer satisfaction and engagement.

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Common Interview Questions for Financial Relationship Banker
How do you handle difficult customer interactions as a Financial Relationship Banker?

In handling difficult customer interactions, it's vital to stay calm and empathetic. I would actively listen to the customer's concerns, validate their feelings, and assure them that I’m there to help. By applying problem-solving skills and by offering solutions that align with the customer's needs, I can turn a challenging situation into a positive experience for them.

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Can you describe a time you successfully built a customer relationship?

Absolutely! In my previous role, I once worked with a customer who was unsure about their financial options. I took the time to understand their needs, offered tailored recommendations, and provided ongoing support. This led to a strong trust relationship, and they often referred other clients to me, significantly expanding my customer base.

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What strategies do you use to identify customer needs?

To identify customer needs effectively, I typically start with open-ended questions to encourage dialogue. I actively listen to their responses and look for cues that may indicate deeper financial goals or concerns. Additionally, I leverage previous interactions and available data to personalize my approach and ensure we’re meeting their unique needs.

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How do you stay updated on banking products and services?

Staying updated on banking products and services is essential in my role. I regularly attend training sessions provided by my company, subscribe to industry newsletters, and engage with online banking forums. This proactive learning allows me to stay informed about trends and changes that could affect our customers.

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Explain how you would promote bank technology to customers.

I would start by understanding their current use of technology and any pain points they might have. Then, I would highlight the benefits of our banking technology, such as security features and convenience, using practical examples. Demonstrating these tools through hands-on tutorials can significantly enhance their confidence and engagement with our services.

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What is your approach to meeting sales targets?

My approach to meeting sales targets involves setting clear, achievable goals and regularly tracking my progress. I believe in building genuine relationships with customers, which leads to sales naturally. Additionally, I use a disciplined sales process, following up on leads and sourcing referrals to boost my success in meeting and exceeding targets.

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How would you educate a new customer about their banking options?

To educate a new customer about their banking options, I would begin by assessing their current financial situation and goals. I would then explain our various products, focusing on those that align with their objectives. My priority would be to ensure they feel informed and confident in their choices, offering to answer any questions they may have.

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What role does teamwork play in your daily work as a Financial Relationship Banker?

Teamwork is crucial for a Financial Relationship Banker. Collaboration with colleagues allows us to share insights and strategies for improving customer engagement. Regular communication with our team helps ensure we're all aligned on goals and provides a support system when faced with challenges. Ultimately, teamwork enhances our ability to meet customer expectations effectively.

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How do you prioritize your tasks when handling multiple customer requests?

When faced with multiple customer requests, I prioritize tasks based on urgency and the potential impact on customer satisfaction. I assess which requests require immediate attention versus those that can be scheduled for later. Additionally, I communicate with customers about timelines to manage their expectations and ensure a smooth service experience.

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

I am drawn to the Financial Relationship Banker role at Huntington because of the emphasis the company places on community engagement and customer success. I admire Huntington's commitment to empowering both employees and customers, and I believe my skills and passion for banking will contribute to strengthening customer relationships and enhancing financial literacy within our communities.

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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 14, 2025

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