Sine 1866, Huntington National Bank has served midwestern communities with banking and financial services for consumers and businesses of all sizes. The regiona
Financial Relationship Banker
Location
Texas
Posted
14 days ago
Salary
0
Seniority
Entry Level
No structured requirement data.
Job Description
Financial Relationship Banker
Huntington National Bank
Title: Houston- TX Galleria - Financial Relationship Banker Location: Houston TX Galleria Full time Job 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. - Licenses: This position will be subject to additional background check requirements including being required to provide fingerprints as required by NMLS regulations. 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 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. Huntington is an Equal Opportunity Employer.
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Role Description Du bist ein Organisationstalent mit einem Blick für Zahlen und einer Leidenschaft für Beratung? In dieser Rolle analysierst du die finanzielle Situation von Privat- und Geschäftskunden, entwickelst maßgeschneiderte Lösungen und baust langfristige Kundenbeziehungen auf. Übernimm Verantwortung, arbeite strukturiert und werde Teil eines starken Teams, das auf Verlässlichkeit, klare Strukturen und nachhaltige Lösungen setzt. - Analyse und Beratung: Du analysierst die finanzielle Situation von Privat- und Geschäftskunden und entwickelst individuelle Finanz- und Vorsorgekonzepte, die perfekt auf ihre Bedürfnisse abgestimmt sind. - Langfristige Kundenbeziehungen: Du baust vertrauensvolle und langfristige Beziehungen zu deinen Kunden auf und bist ihr verlässlicher Ansprechpartner in allen finanziellen Fragen. - Regelmäßige Optimierung: Du überprüfst bestehende Finanzlösungen regelmäßig und passt sie an veränderte Lebenssituationen oder Marktbedingungen an. - Effiziente Dokumentation: Du dokumentierst alle Beratungsgespräche und Ergebnisse strukturiert und sorgst für eine lückenlose Nachverfolgung. - Teamarbeit: Du arbeitest eng mit deinem Team zusammen, um die besten Lösungen für deine Kunden zu finden und gemeinsam Erfolge zu feiern. Benefits - Umfassende Einarbeitung und regelmäßige Weiterbildungen - Flexible Arbeitszeiten und die Möglichkeit, ortsunabhängig zu arbeiten - Attraktive, leistungsorientierte Vergütung (ab 2.400 € – 3.400 € pro Monat, nach oben offen) - Keine Deckelung des Einkommens – dein Erfolg bestimmt dein Gehalt - Ein starkes Team mit flachen Hierarchien und klaren Strukturen Requirements - Abitur oder eine abgeschlossene kaufmännische Ausbildung - Kommunikationsstärke und Freude am Umgang mit Menschen - Zuverlässigkeit, Eigeninitiative und eine strukturierte Arbeitsweise
Financial Advisor
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Title: Financial Advisor - Tucson, AZ Location: 16100 N. 71st Street, Scottsdale, AZ Work Type: Remote, Full Time Job ID:JR2600647 Job Description: Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: - We are stronger as one: We collaborate across the enterprise, scale what works and actdecisively for our customers and partners. - We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. - We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. - We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities - You will meet with existing and prospective clients to plan their financial future. - Utilize our company-provided technology and tools to improve your operation. - You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. - Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. 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Financial Relationship Banker
Huntington National BankSine 1866, Huntington National Bank has served midwestern communities with banking and financial services for consumers and businesses of all sizes. The regiona
Provide exceptional customer service while resolving issues, identify growth opportunities for customer relationships, and educate customers on banking technology and products to enhance their financial experience.
• Work with high-risk and complex KYC cases independently; • Dive into KYC/AML activity, fraud prevention, and enhanced due diligence (EDD); • Analyze customer verification data (IDs, proof of address, payment methods) and identify inconsistencies or manipulation; • Influence risk processes and contribute to continuous improvements; • Work in a rotating 5/2 schedule (09:00 – 18:00, EET); • Collaborate with cross-functional teams (Risk, Compliance, Payments, Product).


