Preferred Banker (Banking)

Location: Elm Grove, WI, United States; other location: Greenfield, WI. Workplace type: Office.

Company

hirify.global provides banking, lending, investment, deposit, and financial services through its branch network.

What you will do

• Manage an assigned portfolio of high-value customers across multiple bank branches.
• Identify customer financial goals and recommend suitable deposit, loan, investment, and other banking products.
• Grow customer relationships through appointments, outside calling, referrals, customer follow-up, and a disciplined sales process.
• Educate customers about bank products, services, and online, mobile, and ATM banking technology.
• Build internal partnerships by referring customers to other 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 emphasis on investment or lending and sales.
• At least 3 of the required FINRA and insurance licenses must be active: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; and SIE.
• If fewer than all required licenses are held, the remaining 2 must be acquired within 120 days of hire; failure to obtain them makes the colleague ineligible to continue in the position.
• Applicants must already be authorized to work full time in the United States.

Nice to have

• Bachelor's Degree and at least 2 years of relevant customer service and sales experience, with emphasis on investment or business lending and business sales.
• Ability to drive sales, manage a book of business, and build, deepen, and retain relationships.
• Knowledge of banking, investments, lending, sales, customer service, presentation, and deposit products.
• Excellent verbal and written communication skills.
• Comfort with mobile services, online banking, and related technology.

Culture & Benefits

• Full-time, exempt position; exempt employees are not eligible for overtime pay.
• Office-based work arrangement; specific arrangements are provided by the hiring team.
• Huntington combines in-office and work-from-home approaches for eligible positions outside its branch network, but this role is identified as Office.
• Huntington does not sponsor immigration or work authorization benefits for this position.