What are the responsibilities and job description for the Customer Relationship Manager position at Huntington National Bank?
Job Description
">This position is responsible for managing an assigned portfolio of high value consumer and business customers across multiple bank branches.
Duties & Responsibilities:
- Proactively identifies opportunities to grow customer relationships through 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.
- 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 knowledge of all products, services, technology and policies to provide the best service to customers.
- Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.
- Adhering to all operational, security, risk and regulatory policies and procedures.
Required Skills and Qualifications
- High School Diploma or GED and minimum of 2 years 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.
- FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an 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 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date.
