Preferred Banker - Houston

Description Summary As a Preferred Banker, you are responsible for managing an assigned portfolio of high‑value customers across multiple bank branches. Your success is driven by a high degree of proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities Proactively identify opportunities to grow customer relationships through the assigned customer portfolio, pre‑set appointments, outside calling, 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 to provide the best service to customers. Demonstrate acumen in sales, customer service, relationship management, banking, investments, lending, communication and presentation. Adhere to all operational, security, risk and regulatory policies and procedures. Perform other duties as assigned. Basic Qualifications High School Diploma or GED and minimum of 2 years of customer service and sales experience in banking, financial services or goal‑driven retail sales with an emphasis on investment or lending. FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series6 or7; Series63 or66; State Life and Health Insurance License; SIE – Securities Industry Essentials. If the candidate does not already have the required 5 licenses but has at least 3, the candidate must acquire the remaining 2 within 120 days of the hire date. Failure to acquire the required licensure within that period will result in ineligibility to continue in the position. Preferred Qualifications Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services or goal‑driven retail sales with an emphasis on investment or business lending and business sales experience. Ability to drive sales and manage a book of business. Ability to build, deepen and retain relationships. Demonstrates acumen in banking, investments, lending, sales, customer service, and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of deposit products. Exempt Status Yes (not eligible for overtime pay) Workplace Type Office EEO Statement Huntington is an Equal Opportunity Employer. #J-18808-Ljbffr 0101 The Huntington National Bank