Preferred Banker (Banking)

Location: Bellbrook, Ohio, United States. Workplace type: Office. Applicants must be currently authorized to work full-time in the United States.

Company

hirify.global provides banking, lending, investment, and financial services to customers through its branch network and digital channels.

What you will do

• Manage an assigned portfolio of high-value customers across multiple bank branches.
• Identify financial goals and recommend appropriate deposit, lending, investment, credit, and other banking products.
• Grow customer relationships through appointments, outside calling, referrals, and a structured sales process.
• Educate customers about banking products and online, mobile, and ATM services.
• Build internal partnerships and refer customers to relevant areas of the bank.
• Follow operational, security, risk, and regulatory policies and procedures.

Requirements

• High school diploma or GED.
• At least 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales, with investment or lending exposure.
• At least 3 of the 5 required licenses must be active: Series 6 or 7, Series 63 or 66, State Life and Health Insurance License, and SIE.
• Any remaining required licenses must be obtained within 120 days of hire.
• Strong skills in sales, customer service, relationship management, banking, investments, lending, communication, and presentations.
• Huntington does not sponsor immigration benefits or work authorization. Full-time U.S. work authorization is required.

Nice to have

• Bachelor's degree and at least 2 years of relevant banking, financial services, or sales experience.
• Experience managing a book of business and driving sales.
• Knowledge of deposit products and digital banking technology.
• Excellent verbal and written communication skills.

Culture & Benefits

• Office-based work with customer-facing responsibilities.
• Some positions outside the branch network may offer flexible work arrangements combining office and work-from-home time.
• Equal opportunity employment environment.
• Tobacco-free hiring practice.