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Mass Affluent Sales Leader in Columbus at Huntington

Date Posted: 12/4/2018

Job Snapshot

Job Description

***This position can be located anywhere in our footprint***

Working closely with the Mass Affluent Director & the Sales Strategy Director, this individual will be responsible for leading strategic projects, developing sales & training resources, leading field communication efforts & ensuring consistent field execution with our Mass Affluent strategy. This leader will focus on developing & enhancing customer relationship management & deepening tactics; helping to improve customer satisfaction & earning the bank more share of wallet with each customer. This leader will also be responsible for ensuring alignment with our licensed banker program (strategy, training, tactics, and execution) & ensuring our licensed bankers are leveraging all parts of our Mass Affluent program.

  • Participates & leads strategic projects that tie to our mass affluent program
  • Creates sales resources, conversation guides, & job aids to train branch bankers & help build skill
  • Leads calls with branch network or specific job families focused on mass affluent program value propositions to inspire & deliver calls to action
  • Analyzes key mass affluent metrics to determine gaps & best practices- builds plans to improve results
  • Works directly with Mass Affluent Director, Sales Strategy Director & Retail leadership (DMs, BMs) to ensure program elevates the customer experience
  • Keeps a pulse on colleague & customer responses to the program by running regular focus groups & feedback sessions
  • Ensures connectivity & consistency with this program as it relates to our overall sales process, The Customer Relationship Experience
  • Partner with key stakeholders from product, pricing, marketing, sales, branches, technology, payments, investments, digital, and risk in order to ensure mutual goals are achieved
  • Ensures alignment with Licensed Bankert program on tools, training & conversation expectations of LBs
  • Understands customer portfolio management & how to grow a book of business

Basic Qualifications

  • Bachelor's degree
  • Minimum of 2 portfolio management experience
  • Minimum of 2 years licensed banker experience
  • Minimum of 2 years Retail management experience
  • Minimum of 5 years branch banking experience

Preferred Qualifications

  • Strong organization & time management skills
  • Ability to observe skills, analyze opportunities & create improvement plans with colleagues
  • Strong understanding of mass affluent & branch sales processes with track record of success
  • Leadership & quality presentation skills
  • Ability to manage both the big picture & details of major projects
Expected travel will be approximately 50% of the job.
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.