Preferred Banker

Huntington National Bank

. Manage an assigned portfolio of high-value customers across multiple bank branches .

Posted 10/9/2026full-timeSterling Heights • Michigan • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing high-value customer portfolios, driving sales, and building strong relationships in the banking and financial services sector. Proficient in educating customers on banking products, services, and technology while adhering to regulatory policies.

Highest-signal resume keywords

Customer Relationship ManagementSales Experience in BankingInvestment and Lending AcumenActive Financial LicensesExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer ServiceSales TechniquesBanking Products KnowledgeInvestment KnowledgeLending Knowledge

Soft Skills

Relationship BuildingPresentation Skills

Tools & Technologies

Online Banking ServicesMobile Banking TechnologyATM Banking Technology

Certifications & Qualifications

Series 6 LicenseSeries 7 LicenseSeries 63 LicenseSeries 66 LicenseState Life and Health Insurance LicenseSIE – Securities Industry Essentials

Industry Keywords

BankingFinancial ServicesRetail SalesRegulatory ComplianceOperational Policies

About the role

Key responsibilities & impact

Manage an assigned portfolio of high-value customers across multiple bank branches
Identify financial goals and needs and recommend appropriate deposit, loan, and other banking products and services
Grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, disciplined sales processes, new customer follow-up, and referrals
Educate and refer customers to other areas of the bank to deepen relationships and build internal partnerships
Educate customers on optimizing online, mobile, and ATM banking technology
Maintain knowledge of products, services, technology, and policies
Adhere to operational, security, risk, and regulatory policies and procedures
Perform other duties as assigned

Requirements

What you’ll need

High School Diploma or GED
Minimum of 2 years customer service and sales experience in banking, financial services, or goal-driven retail sales, with emphasis on investment or lending and sales experience
Candidate must have 3 of the following 5 licenses in active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE – Securities Industry Essentials
If the candidate does not already have the required licenses, the remaining 2 must be acquired within 120 days of hire
Applicants must be currently authorized to work in the United States on a full-time basis
Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services, or goal-driven retail sales, with emphasis on investment or business lending and business sales experience (preferred)
Ability to drive sales and manage a book of business
Ability to build, deepen, and retain relationships
Acumen in banking, investments, lending, sales, customer service, and presentation skills
Excellent verbal and written communication skills
Comfort with mobile services and online banking services
Knowledge of deposit products

Benefits

Comp & perks

Exempt status; not eligible for overtime pay
Equal Opportunity Employer
Tobacco-Free Hiring Practice